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
$664M
AUM Growth
+$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1 +$4.67M
2 +$3.63M
3 +$717K
4
AMZN icon
Amazon
AMZN
+$443K
5
NXPI icon
NXP Semiconductors
NXPI
+$419K

Sector Composition

1 Technology 22.93%
2 Healthcare 21.45%
3 Financials 11.22%
4 Industrials 8.37%
5 Energy 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$22K ﹤0.01%
351
402
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100
403
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100
404
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30
405
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750
406
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200
407
$21K ﹤0.01%
587
408
$20K ﹤0.01%
519
-21
409
$20K ﹤0.01%
700
410
$20K ﹤0.01%
1,375
411
$20K ﹤0.01%
125
412
$19K ﹤0.01%
570
413
$19K ﹤0.01%
220
414
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915
415
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150
416
$19K ﹤0.01%
800
417
$18K ﹤0.01%
1,000
418
$18K ﹤0.01%
502
419
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825
420
$18K ﹤0.01%
336
421
$18K ﹤0.01%
+700
422
$17K ﹤0.01%
250
423
$17K ﹤0.01%
196
+101
424
$17K ﹤0.01%
568
425
$17K ﹤0.01%
1,000
-66,000