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
$658M
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$678K
2
+$669K
3
+$513K
4
AMZN icon
Amazon
AMZN
+$450K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$358K

Top Sells

1
+$1.98M
2
+$362K
3
+$251K
4
NXPI icon
NXP Semiconductors
NXPI
+$217K
5
CERN
Cerner Corp
CERN
+$182K

Sector Composition

1 Technology 22.85%
2 Healthcare 21.6%
3 Financials 10.19%
4 Industrials 7.63%
5 Consumer Staples 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$29K ﹤0.01%
375
377
$29K ﹤0.01%
160
378
$29K ﹤0.01%
300
379
$29K ﹤0.01%
600
380
$29K ﹤0.01%
140
381
$29K ﹤0.01%
715
382
$26K ﹤0.01%
1,285
383
$26K ﹤0.01%
1,500
384
$26K ﹤0.01%
1,200
385
$25K ﹤0.01%
305
386
$25K ﹤0.01%
400
387
$25K ﹤0.01%
158
388
$25K ﹤0.01%
2,700
389
$24K ﹤0.01%
450
390
$24K ﹤0.01%
121
391
$24K ﹤0.01%
756
392
$24K ﹤0.01%
625
-100
393
$24K ﹤0.01%
250
394
$24K ﹤0.01%
500
-500
395
$24K ﹤0.01%
300
396
$23K ﹤0.01%
992
397
$23K ﹤0.01%
515
398
$23K ﹤0.01%
171
399
$23K ﹤0.01%
300
400
$23K ﹤0.01%
100
14 15
16
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