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
$622M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$2.17M
3
+$1.85M
4
CELG
Celgene Corp
CELG
+$1.65M
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$1.16M

Top Sells

1
+$5.56M
2
+$3.21M
3
+$2.66M
4
OLED icon
Universal Display
OLED
+$1.81M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.53M

Sector Composition

1 Technology 17.49%
2 Healthcare 15.08%
3 Financials 12.54%
4 Energy 10.85%
5 Consumer Staples 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$20K ﹤0.01%
600
352
$20K ﹤0.01%
214
353
$20K ﹤0.01%
540
-208
354
$19K ﹤0.01%
1,200
355
$18K ﹤0.01%
1,527
356
$18K ﹤0.01%
465
357
$18K ﹤0.01%
200
358
$18K ﹤0.01%
+1,000
359
$18K ﹤0.01%
1,200
360
$17K ﹤0.01%
1,200
361
$17K ﹤0.01%
444
362
$17K ﹤0.01%
770
363
$17K ﹤0.01%
192
364
$17K ﹤0.01%
153
365
$17K ﹤0.01%
575
366
$17K ﹤0.01%
600
367
$16K ﹤0.01%
200
368
$16K ﹤0.01%
256
369
$16K ﹤0.01%
300
370
$16K ﹤0.01%
350
371
$16K ﹤0.01%
16
-16
372
$15K ﹤0.01%
179
373
$15K ﹤0.01%
1,119
374
$15K ﹤0.01%
817
375
$15K ﹤0.01%
220
13 14
15
16 17