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
$792M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
659
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.24M
3
+$1.73M
4
APD icon
Air Products & Chemicals
APD
+$1.53M
5
DLR icon
Digital Realty Trust
DLR
+$1.51M

Top Sells

1
+$1.69M
2
+$461K
3
+$448K
4
SLB icon
SLB Limited
SLB
+$447K
5
OXY icon
Occidental Petroleum
OXY
+$378K

Sector Composition

1 Technology 24.02%
2 Healthcare 17.64%
3 Financials 9.81%
4 Industrials 7.14%
5 Consumer Discretionary 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$36K ﹤0.01%
600
-200
352
$36K ﹤0.01%
258
353
$35K ﹤0.01%
1,711
354
$35K ﹤0.01%
310
355
$35K ﹤0.01%
500
-5
356
$35K ﹤0.01%
141
357
$35K ﹤0.01%
200
+100
358
$34K ﹤0.01%
157
+58
359
$34K ﹤0.01%
2,500
360
$34K ﹤0.01%
170
361
$33K ﹤0.01%
534
362
$33K ﹤0.01%
633
363
$32K ﹤0.01%
508
364
$32K ﹤0.01%
333
-105
365
$31K ﹤0.01%
618
366
$31K ﹤0.01%
305
367
$30K ﹤0.01%
500
368
$29K ﹤0.01%
1,500
369
$29K ﹤0.01%
600
370
$29K ﹤0.01%
1,800
+1,000
371
$28K ﹤0.01%
300
372
$28K ﹤0.01%
1,815
373
$28K ﹤0.01%
600
374
$27K ﹤0.01%
224
375
$27K ﹤0.01%
700
13 14
15
16 17