EWM

Endurance Wealth Management Portfolio holdings

AUM $731M
1-Year Est. Return 18.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$595M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$3.74M
3
+$3.58M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$2.33M
5
STAG icon
STAG Industrial
STAG
+$2.26M

Top Sells

1
+$2.05M
2
+$1.84M
3
+$1.58M
4
PFE icon
Pfizer
PFE
+$1.45M
5
DD
Du Pont De Nemours E I
DD
+$1,000K

Sector Composition

1 Energy 18.35%
2 Technology 13.88%
3 Healthcare 13.37%
4 Financials 10.89%
5 Industrials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$8K ﹤0.01%
+265
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446
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447
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448
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+400
449
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+100
450
$5K ﹤0.01%
+150
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