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
$622M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$2.17M
3
+$1.85M
4
CELG
Celgene Corp
CELG
+$1.65M
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$1.16M

Top Sells

1
+$5.56M
2
+$3.21M
3
+$2.66M
4
OLED icon
Universal Display
OLED
+$1.81M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.53M

Sector Composition

1 Technology 17.49%
2 Healthcare 15.08%
3 Financials 12.54%
4 Energy 10.85%
5 Consumer Staples 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$12K ﹤0.01%
200
402
$11K ﹤0.01%
345
403
$11K ﹤0.01%
216
404
$11K ﹤0.01%
200
405
$11K ﹤0.01%
200
406
$11K ﹤0.01%
30
407
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1,000
408
$11K ﹤0.01%
500
409
$11K ﹤0.01%
+100
410
$11K ﹤0.01%
497
411
$11K ﹤0.01%
125
412
$11K ﹤0.01%
163
413
$10K ﹤0.01%
+168
414
$10K ﹤0.01%
767
415
$10K ﹤0.01%
325
416
$10K ﹤0.01%
180
417
$10K ﹤0.01%
100
418
$10K ﹤0.01%
250
419
$10K ﹤0.01%
900
420
$9K ﹤0.01%
100
421
$9K ﹤0.01%
76
-1
422
$9K ﹤0.01%
100
423
$9K ﹤0.01%
635
424
$8K ﹤0.01%
50
425
$8K ﹤0.01%
150
15 16
17
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