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
$595M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$3.71M
3
+$3.41M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$2.41M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.11M

Top Sells

1
+$2.07M
2
+$1.73M
3
+$1.65M
4
PFE icon
Pfizer
PFE
+$1.41M
5
DD
Du Pont De Nemours E I
DD
+$1.06M

Sector Composition

1 Energy 18.35%
2 Technology 13.88%
3 Healthcare 13.37%
4 Financials 10.89%
5 Industrials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$11K ﹤0.01%
+220
402
$11K ﹤0.01%
+280
403
$11K ﹤0.01%
+200
404
$11K ﹤0.01%
+575
405
$11K ﹤0.01%
+700
406
$11K ﹤0.01%
+150
407
$10K ﹤0.01%
+200
408
$10K ﹤0.01%
+767
409
$10K ﹤0.01%
+321
410
$10K ﹤0.01%
+500
411
$10K ﹤0.01%
+200
412
$10K ﹤0.01%
+1,000
413
$9K ﹤0.01%
+229
414
$9K ﹤0.01%
+300
415
$9K ﹤0.01%
+200
416
$9K ﹤0.01%
+100
417
$9K ﹤0.01%
+591
418
$9K ﹤0.01%
2,550
419
$9K ﹤0.01%
+200
420
$8K ﹤0.01%
+110
421
$8K ﹤0.01%
+367
422
$8K ﹤0.01%
+250
423
$8K ﹤0.01%
+265
424
$8K ﹤0.01%
+200
425
$8K ﹤0.01%
+250
15 16
17
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