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
$636M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1 +$1.61M
2 +$1.05M
3 +$807K
4
NVS icon
Novartis
NVS
+$727K
5
VB icon
Vanguard Small-Cap ETF
VB
+$595K

Top Sells

1 +$2.76M
2 +$2.05M
3 +$1.78M
4
BIIB icon
Biogen
BIIB
+$1.17M
5
AGN
Allergan plc
AGN
+$1.15M

Sector Composition

1 Technology 20.22%
2 Healthcare 16.3%
3 Financials 12.09%
4 Energy 9.35%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$13K ﹤0.01%
125
377
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137
378
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575
379
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500
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$11K ﹤0.01%
50
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500
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$10K ﹤0.01%
767
384
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825
385
$10K ﹤0.01%
1,000
386
$9K ﹤0.01%
77
+1
387
$9K ﹤0.01%
325
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30
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250
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$9K ﹤0.01%
635
392
$9K ﹤0.01%
66
393
$8K ﹤0.01%
6,000
394
$8K ﹤0.01%
292
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$8K ﹤0.01%
300
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300
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$8K ﹤0.01%
100
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$8K ﹤0.01%
100
399
$8K ﹤0.01%
47
400
$7K ﹤0.01%
34