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
$603M
AUM Growth
-$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
557
New
Increased
Reduced
Closed

Top Buys

1 +$1.64M
2 +$626K
3 +$505K
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$487K
5
UNH icon
UnitedHealth
UNH
+$479K

Top Sells

1 +$13.6M
2 +$5.38M
3 +$3.96M
4
KMI icon
Kinder Morgan
KMI
+$3.49M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.39M

Sector Composition

1 Technology 20.96%
2 Healthcare 16.72%
3 Financials 12.67%
4 Energy 8.79%
5 Consumer Staples 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$12K ﹤0.01%
613
402
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100
403
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+415
404
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137
405
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500
406
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+150
407
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+250
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500
409
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410
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50
411
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+200
412
$11K ﹤0.01%
575
413
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+350
415
$11K ﹤0.01%
+546
416
$11K ﹤0.01%
497
417
$10K ﹤0.01%
+307
418
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+250
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+800
420
$10K ﹤0.01%
+404
421
$10K ﹤0.01%
76
-1
422
$10K ﹤0.01%
767
423
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325
424
$10K ﹤0.01%
825
425
$9K ﹤0.01%
178