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
$850M
AUM Growth
+$58.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.53M
3
+$1.27M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.14M
5
AKTS
Akoustis Technologies Inc
AKTS
+$1.14M

Top Sells

1
+$3.33M
2
+$1.24M
3
+$901K
4
GILD icon
Gilead Sciences
GILD
+$500K
5
BYSI icon
BeyondSpring
BYSI
+$498K

Sector Composition

1 Technology 22.77%
2 Healthcare 16.42%
3 Financials 10.98%
4 Industrials 7.64%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$51K 0.01%
1,097
352
$51K 0.01%
840
353
$51K 0.01%
681
-500
354
$51K 0.01%
700
355
$50K 0.01%
625
356
$50K 0.01%
5,307
-3,037
357
$49K 0.01%
1,021
358
$49K 0.01%
225
359
$49K 0.01%
1,000
360
$49K 0.01%
+102
361
$48K 0.01%
2,665
362
$48K 0.01%
362
363
$47K 0.01%
+1,052
364
$45K 0.01%
800
-300
365
$45K 0.01%
+2,007
366
$44K 0.01%
268
367
$44K 0.01%
1,130
+730
368
$43K 0.01%
600
-100
369
$43K 0.01%
+4,100
370
$42K ﹤0.01%
1,711
371
$42K ﹤0.01%
100
372
$41K ﹤0.01%
481
373
$41K ﹤0.01%
500
374
$40K ﹤0.01%
1,125
375
$40K ﹤0.01%
310
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15
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