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
$603M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$5.17M
2
+$3.32M
3
+$2.7M
4
VHT icon
Vanguard Health Care ETF
VHT
+$1.61M
5
CELG
Celgene Corp
CELG
+$943K

Top Sells

1
+$5.07M
2
+$1.84M
3
+$1.48M
4
GE icon
GE Aerospace
GE
+$1.31M
5
ABBV icon
AbbVie
ABBV
+$887K

Sector Composition

1 Healthcare 16.47%
2 Technology 15.42%
3 Financials 12.29%
4 Energy 11.14%
5 Consumer Staples 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$14K ﹤0.01%
115
377
$14K ﹤0.01%
575
-1,000
378
$14K ﹤0.01%
300
379
$14K ﹤0.01%
85
-40
380
$14K ﹤0.01%
750
-15,000
381
$14K ﹤0.01%
329
382
$14K ﹤0.01%
300
383
$14K ﹤0.01%
75
384
$13K ﹤0.01%
1,000
385
$13K ﹤0.01%
600
386
$13K ﹤0.01%
30
387
$13K ﹤0.01%
5,000
388
$13K ﹤0.01%
100
389
$12K ﹤0.01%
345
-400
390
$12K ﹤0.01%
300
391
$12K ﹤0.01%
1,375
+125
392
$12K ﹤0.01%
321
393
$12K ﹤0.01%
211
394
$12K ﹤0.01%
900
395
$11K ﹤0.01%
303
396
$11K ﹤0.01%
216
-72
397
$11K ﹤0.01%
80
398
$11K ﹤0.01%
1,000
399
$11K ﹤0.01%
500
400
$11K ﹤0.01%
497
14 15
16
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