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
$533M
AUM Growth
+$532M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$3.36M
3
+$2.56M
4
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$1.56M
5
AKAM icon
Akamai
AKAM
+$874K

Top Sells

1
+$1.12M
2
+$1.02M
3
+$923K
4
DE icon
Deere & Co
DE
+$605K
5
CAT icon
Caterpillar
CAT
+$584K

Sector Composition

1 Healthcare 15.82%
2 Technology 14.19%
3 Energy 13.61%
4 Financials 9.75%
5 Consumer Staples 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$8K ﹤0.01%
265
402
$8K ﹤0.01%
300
403
$8K ﹤0.01%
+219
404
$8K ﹤0.01%
497
405
$8K ﹤0.01%
125
406
$7K ﹤0.01%
54
407
$7K ﹤0.01%
211
-12
408
$7K ﹤0.01%
100
409
$7K ﹤0.01%
292
410
$7K ﹤0.01%
575
411
$7K ﹤0.01%
750
-6,250
412
$7K ﹤0.01%
250
413
$7K ﹤0.01%
130
414
$6K ﹤0.01%
200
415
$6K ﹤0.01%
250
416
$6K ﹤0.01%
52
417
$6K ﹤0.01%
86
418
$6K ﹤0.01%
77
-664
419
$6K ﹤0.01%
25
420
$6K ﹤0.01%
1,000
421
$6K ﹤0.01%
100
422
$5K ﹤0.01%
150
-75
423
$5K ﹤0.01%
142
424
$5K ﹤0.01%
182
-34
425
$5K ﹤0.01%
200
15 16
17
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