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
$533M
AUM Growth
+$532M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$3.36M
3
+$2.56M
4
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$1.56M
5
AKAM icon
Akamai
AKAM
+$874K

Top Sells

1
+$1.12M
2
+$1.02M
3
+$923K
4
DE icon
Deere & Co
DE
+$605K
5
CAT icon
Caterpillar
CAT
+$584K

Sector Composition

1 Healthcare 15.82%
2 Technology 14.19%
3 Energy 13.61%
4 Financials 9.75%
5 Consumer Staples 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$11K ﹤0.01%
100
377
$11K ﹤0.01%
900
378
$11K ﹤0.01%
75
379
$10K ﹤0.01%
100
380
$10K ﹤0.01%
30
381
$10K ﹤0.01%
+500
382
$10K ﹤0.01%
591
383
$10K ﹤0.01%
900
-1,000
384
$10K ﹤0.01%
1,600
385
$10K ﹤0.01%
400
386
$10K ﹤0.01%
390
387
$9K ﹤0.01%
635
-72,188
388
$9K ﹤0.01%
100
389
$9K ﹤0.01%
200
390
$9K ﹤0.01%
150
391
$9K ﹤0.01%
399
-1,200
392
$9K ﹤0.01%
1,375
393
$9K ﹤0.01%
500
394
$9K ﹤0.01%
218
-221
395
$8K ﹤0.01%
150
396
$8K ﹤0.01%
+375
397
$8K ﹤0.01%
303
398
$8K ﹤0.01%
345
399
$8K ﹤0.01%
77
400
$8K ﹤0.01%
300
14 15
16
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