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
$930M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$865K
3
+$613K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$384K
5
HBAN icon
Huntington Bancshares
HBAN
+$351K

Top Sells

1
+$7.94M
2
+$4.44M
3
+$3.71M
4
AVGO icon
Broadcom
AVGO
+$3.33M
5
MTD icon
Mettler-Toledo International
MTD
+$3.05M

Sector Composition

1 Technology 23.41%
2 Healthcare 19.42%
3 Financials 9.93%
4 Industrials 7.33%
5 Consumer Discretionary 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$37K ﹤0.01%
508
377
$37K ﹤0.01%
534
378
$37K ﹤0.01%
616
+600
379
$36K ﹤0.01%
300
380
$36K ﹤0.01%
400
381
$36K ﹤0.01%
992
382
$36K ﹤0.01%
1,000
383
$36K ﹤0.01%
140
384
$35K ﹤0.01%
+1,300
385
$35K ﹤0.01%
1,500
386
$34K ﹤0.01%
700
387
$34K ﹤0.01%
305
388
$34K ﹤0.01%
453
389
$33K ﹤0.01%
756
390
$32K ﹤0.01%
1,000
391
$32K ﹤0.01%
587
392
$32K ﹤0.01%
158
393
$32K ﹤0.01%
68
394
$32K ﹤0.01%
121
395
$31K ﹤0.01%
515
396
$31K ﹤0.01%
1,542
397
$31K ﹤0.01%
500
398
$31K ﹤0.01%
200
399
$30K ﹤0.01%
1,285
400
$30K ﹤0.01%
715
14 15
16
17 18