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
$850M
AUM Growth
+$58.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.53M
3
+$1.27M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.14M
5
AKTS
Akoustis Technologies Inc
AKTS
+$1.14M

Top Sells

1
+$3.33M
2
+$1.24M
3
+$901K
4
GILD icon
Gilead Sciences
GILD
+$500K
5
BYSI icon
BeyondSpring
BYSI
+$498K

Sector Composition

1 Technology 22.77%
2 Healthcare 16.42%
3 Financials 10.98%
4 Industrials 7.64%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$31K ﹤0.01%
1,000
402
$31K ﹤0.01%
305
403
$31K ﹤0.01%
1,500
404
$30K ﹤0.01%
1,500
405
$30K ﹤0.01%
500
406
$30K ﹤0.01%
715
407
$29K ﹤0.01%
110
+10
408
$29K ﹤0.01%
1,375
409
$28K ﹤0.01%
465
410
$28K ﹤0.01%
700
411
$28K ﹤0.01%
158
-6
412
$28K ﹤0.01%
600
413
$28K ﹤0.01%
150
414
$28K ﹤0.01%
200
415
$28K ﹤0.01%
+1,000
416
$27K ﹤0.01%
1,400
417
$27K ﹤0.01%
224
418
$27K ﹤0.01%
100
419
$27K ﹤0.01%
+140
420
$27K ﹤0.01%
400
421
$26K ﹤0.01%
587
422
$25K ﹤0.01%
+756
423
$25K ﹤0.01%
515
424
$25K ﹤0.01%
300
425
$24K ﹤0.01%
910
-368
15 16
17
18 19