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EWM

Endurance Wealth Management Portfolio holdings

AUM $731M
1-Year Est. Return 18.41%
This Fund
S&P 500
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
+$6.25M
2
+$2.15M
3
+$2.03M
4
CELG
Celgene Corp
CELG
+$1.79M
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$1.15M

Top Sells

1
+$5.78M
2
+$3.22M
3
+$2.67M
4
OLED icon
Universal Display
OLED
+$1.67M
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%
1,200
359
$18K ﹤0.01%
+1,000
360
$17K ﹤0.01%
1,200
361
$17K ﹤0.01%
444
362
$17K ﹤0.01%
770
363
$17K ﹤0.01%
153
364
$17K ﹤0.01%
575
365
$17K ﹤0.01%
600
366
$17K ﹤0.01%
192
367
$16K ﹤0.01%
200
368
$16K ﹤0.01%
256
369
$16K ﹤0.01%
350
370
$16K ﹤0.01%
16
-16
371
$16K ﹤0.01%
300
372
$15K ﹤0.01%
220
373
$15K ﹤0.01%
260
374
$15K ﹤0.01%
600
375
$15K ﹤0.01%
85
13 14
15
16 17