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
$592M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.36M
3
+$1.2M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.03M
5
NEE icon
NextEra Energy
NEE
+$684K

Top Sells

1
+$1.24M
2
+$1.18M
3
+$1.13M
4
VZ icon
Verizon
VZ
+$1.08M
5
HRB icon
H&R Block
HRB
+$500K

Sector Composition

1 Healthcare 16.53%
2 Technology 14.45%
3 Financials 12.34%
4 Energy 11.41%
5 Consumer Staples 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$20K ﹤0.01%
350
352
$20K ﹤0.01%
1,489
353
$20K ﹤0.01%
126
-12
354
$20K ﹤0.01%
162
355
$20K ﹤0.01%
425
356
$20K ﹤0.01%
158
357
$20K ﹤0.01%
675
358
$19K ﹤0.01%
155
359
$19K ﹤0.01%
500
360
$19K ﹤0.01%
100
361
$19K ﹤0.01%
1,200
362
$18K ﹤0.01%
1,527
363
$18K ﹤0.01%
214
364
$18K ﹤0.01%
560
365
$18K ﹤0.01%
329
366
$18K ﹤0.01%
+1,000
367
$17K ﹤0.01%
1,200
368
$17K ﹤0.01%
770
369
$17K ﹤0.01%
192
-58
370
$17K ﹤0.01%
153
371
$17K ﹤0.01%
256
372
$17K ﹤0.01%
1,000
373
$17K ﹤0.01%
225
-55
374
$17K ﹤0.01%
600
-260
375
$16K ﹤0.01%
200
13 14
15
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