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
$658M
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$678K
2
+$669K
3
+$513K
4
AMZN icon
Amazon
AMZN
+$450K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$358K

Top Sells

1
+$1.98M
2
+$362K
3
+$251K
4
NXPI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$40K 0.01%
1,411
352
$40K 0.01%
1,600
353
$40K 0.01%
500
354
$38K 0.01%
400
355
$38K 0.01%
534
356
$37K 0.01%
600
357
$36K 0.01%
175
358
$36K 0.01%
1,100
359
$35K 0.01%
850
360
$35K 0.01%
200
361
$34K 0.01%
700
362
$34K 0.01%
816
-3
363
$33K 0.01%
310
364
$32K ﹤0.01%
250
365
$32K ﹤0.01%
750
+150
366
$32K ﹤0.01%
587
367
$31K ﹤0.01%
481
368
$31K ﹤0.01%
1,300
369
$31K ﹤0.01%
283
370
$31K ﹤0.01%
6,700
371
$30K ﹤0.01%
223
-250
372
$30K ﹤0.01%
1,000
373
$30K ﹤0.01%
500
374
$30K ﹤0.01%
500
375
$30K ﹤0.01%
102
13 14
15
16 17