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
$592M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.36M
3
+$1.2M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.03M
5
NEE icon
NextEra Energy
NEE
+$684K

Top Sells

1
+$1.24M
2
+$1.18M
3
+$1.13M
4
VZ icon
Verizon
VZ
+$1.08M
5
HRB icon
H&R Block
HRB
+$500K

Sector Composition

1 Healthcare 16.53%
2 Technology 14.45%
3 Financials 12.34%
4 Energy 11.41%
5 Consumer Staples 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$11K ﹤0.01%
1,250
-125
402
$11K ﹤0.01%
321
403
$11K ﹤0.01%
80
-370
404
$11K ﹤0.01%
500
405
$11K ﹤0.01%
163
406
$11K ﹤0.01%
900
407
$10K ﹤0.01%
303
408
$10K ﹤0.01%
767
409
$10K ﹤0.01%
300
410
$10K ﹤0.01%
325
411
$10K ﹤0.01%
180
-90
412
$10K ﹤0.01%
800
+400
413
$10K ﹤0.01%
100
414
$10K ﹤0.01%
497
415
$10K ﹤0.01%
635
416
$10K ﹤0.01%
100
417
$9K ﹤0.01%
500
418
$9K ﹤0.01%
77
419
$9K ﹤0.01%
200
420
$9K ﹤0.01%
700
421
$9K ﹤0.01%
112
+1
422
$9K ﹤0.01%
100
423
$9K ﹤0.01%
130
424
$9K ﹤0.01%
125
425
$9K ﹤0.01%
162
15 16
17
18 19