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
$610M
AUM Growth
+$89.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$2.09M
3
+$1.84M
4
EOG icon
EOG Resources
EOG
+$1.67M
5
BFAM icon
Bright Horizons
BFAM
+$1.3M

Top Sells

1
+$6.19M
2
+$2.37M
3
+$1.99M
4
BIG
Big Lots, Inc.
BIG
+$1.16M
5
AGN
Allergan plc
AGN
+$1.06M

Sector Composition

1 Technology 23.08%
2 Healthcare 18.17%
3 Financials 9.81%
4 Consumer Discretionary 6.42%
5 Industrials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$31K 0.01%
500
352
$31K 0.01%
50
+18
353
$31K 0.01%
3,025
354
$30K ﹤0.01%
4,000
+2,000
355
$30K ﹤0.01%
587
356
$29K ﹤0.01%
1,021
357
$29K ﹤0.01%
450
-300
358
$28K ﹤0.01%
325
359
$28K ﹤0.01%
508
360
$28K ﹤0.01%
534
361
$27K ﹤0.01%
2,500
362
$27K ﹤0.01%
2,742
363
$27K ﹤0.01%
453
364
$27K ﹤0.01%
1,300
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365
$26K ﹤0.01%
310
366
$26K ﹤0.01%
440
367
$26K ﹤0.01%
937
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368
$25K ﹤0.01%
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369
$25K ﹤0.01%
+1,815
370
$25K ﹤0.01%
141
-10
371
$25K ﹤0.01%
130
372
$24K ﹤0.01%
465
373
$24K ﹤0.01%
300
374
$24K ﹤0.01%
600
375
$24K ﹤0.01%
1,000
13 14
15
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