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
$654M
AUM Growth
+$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$1.82M
3
+$1.34M
4
ABBV icon
AbbVie
ABBV
+$828K
5
D icon
Dominion Energy
D
+$810K

Top Sells

1
+$2.69M
2
+$1.63M
3
+$1.33M
4
OLED icon
Universal Display
OLED
+$1.04M
5
CELG
Celgene Corp
CELG
+$838K

Sector Composition

1 Technology 21.94%
2 Healthcare 16.95%
3 Financials 13.45%
4 Energy 7.64%
5 Industrials 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$23K ﹤0.01%
240
352
$22K ﹤0.01%
500
353
$22K ﹤0.01%
500
354
$22K ﹤0.01%
1,000
355
$21K ﹤0.01%
515
356
$21K ﹤0.01%
244
+52
357
$21K ﹤0.01%
1,120
358
$21K ﹤0.01%
200
359
$20K ﹤0.01%
150
360
$19K ﹤0.01%
345
361
$19K ﹤0.01%
125
362
$19K ﹤0.01%
100
363
$19K ﹤0.01%
155
364
$18K ﹤0.01%
1,250
365
$18K ﹤0.01%
100
366
$18K ﹤0.01%
220
367
$18K ﹤0.01%
100
368
$18K ﹤0.01%
523
369
$18K ﹤0.01%
200
370
$18K ﹤0.01%
150
371
$18K ﹤0.01%
450
-100
372
$17K ﹤0.01%
1,527
373
$17K ﹤0.01%
465
374
$17K ﹤0.01%
770
375
$17K ﹤0.01%
335
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