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
$558M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$5.55M
3
+$2.21M
4
FTV icon
Fortive
FTV
+$1.78M
5
USB icon
US Bancorp
USB
+$1.34M

Top Sells

1
+$2.56M
2
+$2.53M
3
+$1.66M
4
DHR icon
Danaher
DHR
+$1.51M
5
ETN icon
Eaton
ETN
+$1.45M

Sector Composition

1 Healthcare 16.29%
2 Technology 14.77%
3 Energy 13.9%
4 Financials 10.53%
5 Consumer Staples 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$13K ﹤0.01%
350
377
$13K ﹤0.01%
368
378
$13K ﹤0.01%
1,000
379
$12K ﹤0.01%
272
380
$12K ﹤0.01%
280
381
$12K ﹤0.01%
211
382
$12K ﹤0.01%
30
383
$12K ﹤0.01%
900
384
$11K ﹤0.01%
767
385
$11K ﹤0.01%
321
386
$11K ﹤0.01%
283
387
$11K ﹤0.01%
500
388
$11K ﹤0.01%
75
389
$10K ﹤0.01%
150
390
$10K ﹤0.01%
303
391
$10K ﹤0.01%
399
392
$10K ﹤0.01%
300
393
$10K ﹤0.01%
+325
394
$10K ﹤0.01%
575
395
$10K ﹤0.01%
300
-300
396
$10K ﹤0.01%
250
397
$9K ﹤0.01%
345
398
$9K ﹤0.01%
1,375
399
$9K ﹤0.01%
100
400
$9K ﹤0.01%
265
14 15
16
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