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
$558M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$5.55M
3
+$2.21M
4
FTV icon
Fortive
FTV
+$1.78M
5
USB icon
US Bancorp
USB
+$1.34M

Top Sells

1
+$2.56M
2
+$2.53M
3
+$1.66M
4
DHR icon
Danaher
DHR
+$1.51M
5
ETN icon
Eaton
ETN
+$1.45M

Sector Composition

1 Healthcare 16.29%
2 Technology 14.77%
3 Energy 13.9%
4 Financials 10.53%
5 Consumer Staples 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$9K ﹤0.01%
500
402
$9K ﹤0.01%
497
403
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150
404
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141
+50
405
$8K ﹤0.01%
750
406
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407
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100
408
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125
409
$8K ﹤0.01%
635
410
$7K ﹤0.01%
54
411
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100
412
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77
413
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415
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86
416
$7K ﹤0.01%
300
417
$7K ﹤0.01%
200
418
$7K ﹤0.01%
1,000
419
$7K ﹤0.01%
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420
$7K ﹤0.01%
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421
$7K ﹤0.01%
130
422
$7K ﹤0.01%
100
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$6K ﹤0.01%
182
424
$5K ﹤0.01%
142
425
$5K ﹤0.01%
+371
15 16
17
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