EWM

Endurance Wealth Management Portfolio holdings

AUM $731M
1-Year Est. Return 18.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$569M
AUM Growth
-$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.13M
3
+$1.11M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.05M
5
XOM icon
Exxon Mobil
XOM
+$1.04M

Top Sells

1
+$962K
2
+$806K
3
+$697K
4
AIG icon
American International
AIG
+$669K
5
QCOM icon
Qualcomm
QCOM
+$572K

Sector Composition

1 Energy 16.63%
2 Technology 14.02%
3 Healthcare 13.2%
4 Financials 10.66%
5 Industrials 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$13K ﹤0.01%
200
377
$13K ﹤0.01%
125
-225
378
$13K ﹤0.01%
350
379
$13K ﹤0.01%
100
380
$12K ﹤0.01%
300
-300
381
$12K ﹤0.01%
200
382
$12K ﹤0.01%
415
383
$12K ﹤0.01%
220
384
$12K ﹤0.01%
1,000
385
$12K ﹤0.01%
350
386
$11K ﹤0.01%
+1,000
387
$11K ﹤0.01%
465
-640
388
$11K ﹤0.01%
1,375
389
$11K ﹤0.01%
200
390
$11K ﹤0.01%
700
391
$11K ﹤0.01%
497
392
$11K ﹤0.01%
400
393
$11K ﹤0.01%
200
394
$11K ﹤0.01%
100
395
$11K ﹤0.01%
250
396
$11K ﹤0.01%
250
+50
397
$10K ﹤0.01%
575
398
$10K ﹤0.01%
560
399
$10K ﹤0.01%
+100
400
$10K ﹤0.01%
303
14 15
16
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