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
$559M
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.65M
3
+$1.5M
4
EW icon
Edwards Lifesciences
EW
+$1.44M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.02M

Top Sells

1
+$5.44M
2
+$2.79M
3
+$1.56M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$1.19M
5
VHT icon
Vanguard Health Care ETF
VHT
+$811K

Sector Composition

1 Healthcare 14.74%
2 Technology 13.9%
3 Energy 13.59%
4 Financials 13.06%
5 Consumer Staples 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$12K ﹤0.01%
900
377
$11K ﹤0.01%
1,000
378
$11K ﹤0.01%
30
379
$11K ﹤0.01%
1,000
380
$11K ﹤0.01%
283
381
$11K ﹤0.01%
1,945
382
$11K ﹤0.01%
500
383
$11K ﹤0.01%
75
384
$10K ﹤0.01%
150
385
$10K ﹤0.01%
150
386
$10K ﹤0.01%
303
387
$10K ﹤0.01%
767
388
$10K ﹤0.01%
300
389
$10K ﹤0.01%
+115
390
$10K ﹤0.01%
+180
391
$10K ﹤0.01%
321
392
$10K ﹤0.01%
250
-250
393
$9K ﹤0.01%
345
394
$9K ﹤0.01%
325
395
$9K ﹤0.01%
1,375
396
$9K ﹤0.01%
100
397
$9K ﹤0.01%
575
398
$9K ﹤0.01%
300
399
$9K ﹤0.01%
750
400
$9K ﹤0.01%
200
14 15
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