EWM

Endurance Wealth Management Portfolio holdings

AUM $731M
1-Year Est. Return 18.41%
This Quarter Est. Return
1 Year Est. Return
+18.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$578M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.3M
3
+$1.23M
4
MFC icon
Manulife Financial
MFC
+$910K
5
CVS icon
CVS Health
CVS
+$803K

Top Sells

1
+$2.85M
2
+$2.57M
3
+$1.91M
4
INDB icon
Independent Bank
INDB
+$1.85M
5
BSBR icon
Santander
BSBR
+$400K

Sector Composition

1 Healthcare 15.3%
2 Technology 14.02%
3 Energy 13.03%
4 Financials 12.38%
5 Consumer Staples 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$20K ﹤0.01%
432
+160
352
$20K ﹤0.01%
550
353
$20K ﹤0.01%
500
354
$19K ﹤0.01%
155
355
$19K ﹤0.01%
350
356
$19K ﹤0.01%
140
357
$19K ﹤0.01%
162
358
$19K ﹤0.01%
125
359
$19K ﹤0.01%
425
360
$19K ﹤0.01%
158
361
$18K ﹤0.01%
600
+300
362
$18K ﹤0.01%
560
363
$18K ﹤0.01%
1,200
364
$18K ﹤0.01%
+400
365
$18K ﹤0.01%
1,200
366
$17K ﹤0.01%
1,200
367
$17K ﹤0.01%
1,527
-273
368
$17K ﹤0.01%
214
369
$17K ﹤0.01%
153
370
$17K ﹤0.01%
256
371
$17K ﹤0.01%
300
372
$16K ﹤0.01%
465
373
$16K ﹤0.01%
+393
374
$16K ﹤0.01%
+817
375
$16K ﹤0.01%
770
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