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

Top Buys

1
+$3.37M
2
+$3.36M
3
+$2.52M
4
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$1.52M
5
AKAM icon
Akamai
AKAM
+$822K

Top Sells

1
+$1.08M
2
+$1.07M
3
+$884K
4
DE icon
Deere & Co
DE
+$612K
5
CAT icon
Caterpillar
CAT
+$576K

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%
900
-1,000
380
$10K ﹤0.01%
100
381
$10K ﹤0.01%
30
382
$10K ﹤0.01%
+500
383
$10K ﹤0.01%
591
384
$10K ﹤0.01%
1,600
385
$10K ﹤0.01%
400
386
$10K ﹤0.01%
390
387
$9K ﹤0.01%
200
388
$9K ﹤0.01%
150
389
$9K ﹤0.01%
399
-1,200
390
$9K ﹤0.01%
1,375
391
$9K ﹤0.01%
500
392
$9K ﹤0.01%
218
-221
393
$9K ﹤0.01%
635
-72,188
394
$9K ﹤0.01%
100
395
$8K ﹤0.01%
303
396
$8K ﹤0.01%
345
397
$8K ﹤0.01%
77
398
$8K ﹤0.01%
300
399
$8K ﹤0.01%
150
400
$8K ﹤0.01%
+375
14 15
16
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