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
$899M
AUM Growth
-$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.36M
3
+$1.01M
4
IFF icon
International Flavors & Fragrances
IFF
+$677K
5
AKTS
Akoustis Technologies Inc
AKTS
+$571K

Top Sells

1
+$1.09M
2
+$890K
3
+$660K
4
EW icon
Edwards Lifesciences
EW
+$484K
5
BAC icon
Bank of America
BAC
+$398K

Sector Composition

1 Technology 22.16%
2 Healthcare 17.94%
3 Financials 10.63%
4 Industrials 7.47%
5 Consumer Discretionary 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$30K ﹤0.01%
3,025
402
$30K ﹤0.01%
550
403
$29K ﹤0.01%
515
404
$29K ﹤0.01%
68
405
$28K ﹤0.01%
756
406
$28K ﹤0.01%
231
407
$28K ﹤0.01%
224
408
$28K ﹤0.01%
587
409
$28K ﹤0.01%
300
410
$28K ﹤0.01%
600
411
$28K ﹤0.01%
715
412
$28K ﹤0.01%
1,000
413
$27K ﹤0.01%
171
414
$27K ﹤0.01%
500
415
$27K ﹤0.01%
100
416
$26K ﹤0.01%
700
417
$26K ﹤0.01%
2,600
+800
418
$25K ﹤0.01%
110
419
$25K ﹤0.01%
300
420
$25K ﹤0.01%
300
421
$25K ﹤0.01%
150
422
$24K ﹤0.01%
461
423
$24K ﹤0.01%
540
424
$24K ﹤0.01%
1,285
-1,700
425
$24K ﹤0.01%
250
15 16
17
18 19