EWM
Endurance Wealth Management Portfolio holdings
AUM
$731M
1-Year Return
18.41%
This Quarter Return
-13.79%
1 Year Return
+18.41%
3 Year Return
+59.01%
5 Year Return
+95.34%
10 Year Return
+225.59%
AUM
$658M
AUM Growth
-$115M
(-15%)
Cap. Flow
-$313K
Cap. Flow
% of AUM
-0.05%
Top 10 Holdings %
Top 10 Hldgs %
34.61%
Holding
663
New
9
Increased
72
Reduced
100
Closed
21
Top Buys
| 1 |
Sunrun
RUN
|
+$678K |
| 2 |
Danaher
DHR
|
+$669K |
| 3 |
Qualcomm
QCOM
|
+$513K |
| 4 |
Amazon
AMZN
|
+$450K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$358K |
Top Sells
| 1 |
New Fortress Energy
NFE
|
+$1.98M |
| 2 |
Apple
AAPL
|
+$362K |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$251K |
| 4 |
NXP Semiconductors
NXPI
|
+$217K |
| 5 |
CERN
Cerner Corp
CERN
|
+$182K |
Sector Composition
| 1 | Technology | 22.85% |
| 2 | Healthcare | 21.6% |
| 3 | Financials | 10.19% |
| 4 | Industrials | 7.63% |
| 5 | Consumer Staples | 5.97% |
