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
$603M
AUM Growth
-$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
557
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$626K
3
+$505K
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$487K
5
UNH icon
UnitedHealth
UNH
+$479K

Top Sells

1
+$13.6M
2
+$5.38M
3
+$3.96M
4
KMI icon
Kinder Morgan
KMI
+$3.49M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.39M

Sector Composition

1 Technology 20.96%
2 Healthcare 16.72%
3 Financials 12.67%
4 Energy 8.79%
5 Consumer Staples 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$23K ﹤0.01%
+1,250
352
$22K ﹤0.01%
700
353
$22K ﹤0.01%
158
354
$22K ﹤0.01%
200
355
$21K ﹤0.01%
200
356
$21K ﹤0.01%
47
-7
357
$21K ﹤0.01%
240
358
$21K ﹤0.01%
100
359
$21K ﹤0.01%
+1,250
360
$20K ﹤0.01%
515
361
$20K ﹤0.01%
414
-268
362
$19K ﹤0.01%
500
363
$19K ﹤0.01%
+155
364
$18K ﹤0.01%
465
365
$18K ﹤0.01%
770
366
$18K ﹤0.01%
220
367
$18K ﹤0.01%
150
368
$18K ﹤0.01%
+523
369
$18K ﹤0.01%
200
+100
370
$17K ﹤0.01%
345
371
$17K ﹤0.01%
1,527
372
$17K ﹤0.01%
192
373
$17K ﹤0.01%
+335
374
$16K ﹤0.01%
100
375
$16K ﹤0.01%
+200
13 14
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