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
$595M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$3.71M
3
+$3.41M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$2.41M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.11M

Top Sells

1
+$2.07M
2
+$1.73M
3
+$1.65M
4
PFE icon
Pfizer
PFE
+$1.41M
5
DD
Du Pont De Nemours E I
DD
+$1.06M

Sector Composition

1 Energy 18.35%
2 Technology 13.88%
3 Healthcare 13.37%
4 Financials 10.89%
5 Industrials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$15K ﹤0.01%
+646
377
$15K ﹤0.01%
+158
378
$15K ﹤0.01%
+30
379
$15K ﹤0.01%
+497
380
$14K ﹤0.01%
+250
381
$14K ﹤0.01%
+150
382
$14K ﹤0.01%
+340
383
$14K ﹤0.01%
+260
384
$14K ﹤0.01%
+283
385
$14K ﹤0.01%
+350
386
$14K ﹤0.01%
+415
387
$14K ﹤0.01%
+350
388
$13K ﹤0.01%
+214
389
$13K ﹤0.01%
+1,375
390
$13K ﹤0.01%
+102
391
$13K ﹤0.01%
+560
392
$13K ﹤0.01%
+200
393
$13K ﹤0.01%
+200
394
$12K ﹤0.01%
+211
395
$12K ﹤0.01%
+100
396
$12K ﹤0.01%
+121
397
$12K ﹤0.01%
+400
398
$12K ﹤0.01%
+250
399
$11K ﹤0.01%
+200
400
$11K ﹤0.01%
+303
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