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
$525M
AUM Growth
-$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.04M
3
+$1.23M
4
DM
Dominion Energy Midstream Ptr LP
DM
+$956K
5
AAP icon
Advance Auto Parts
AAP
+$761K

Top Sells

1
+$5.77M
2
+$2.97M
3
+$2.16M
4
BAC icon
Bank of America
BAC
+$1.42M
5
MD icon
Pediatrix Medical
MD
+$1.09M

Sector Composition

1 Healthcare 15.23%
2 Technology 14.4%
3 Financials 11.6%
4 Energy 11.41%
5 Consumer Staples 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$13K ﹤0.01%
465
377
$13K ﹤0.01%
214
378
$13K ﹤0.01%
260
379
$13K ﹤0.01%
600
380
$13K ﹤0.01%
900
381
$12K ﹤0.01%
220
382
$12K ﹤0.01%
283
383
$12K ﹤0.01%
125
384
$12K ﹤0.01%
300
385
$12K ﹤0.01%
350
386
$11K ﹤0.01%
200
387
$11K ﹤0.01%
767
388
$11K ﹤0.01%
280
389
$11K ﹤0.01%
1,000
390
$11K ﹤0.01%
200
391
$11K ﹤0.01%
100
392
$11K ﹤0.01%
350
393
$11K ﹤0.01%
415
394
$11K ﹤0.01%
250
395
$11K ﹤0.01%
200
396
$10K ﹤0.01%
+345
397
$10K ﹤0.01%
1,000
398
$10K ﹤0.01%
1,375
399
$10K ﹤0.01%
575
400
$10K ﹤0.01%
560
14 15
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