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
$533M
AUM Growth
+$532M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$3.36M
3
+$2.56M
4
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$1.56M
5
AKAM icon
Akamai
AKAM
+$874K

Top Sells

1
+$1.12M
2
+$1.02M
3
+$923K
4
DE icon
Deere & Co
DE
+$605K
5
CAT icon
Caterpillar
CAT
+$584K

Sector Composition

1 Healthcare 15.82%
2 Technology 14.19%
3 Energy 13.61%
4 Financials 9.75%
5 Consumer Staples 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$5K ﹤0.01%
56
427
$5K ﹤0.01%
375
428
$5K ﹤0.01%
320,400
429
$4K ﹤0.01%
425
430
$4K ﹤0.01%
100
431
$4K ﹤0.01%
176
432
$4K ﹤0.01%
91
-184
433
$4K ﹤0.01%
104
434
$4K ﹤0.01%
90
435
$4K ﹤0.01%
175
436
$4K ﹤0.01%
100
437
$4K ﹤0.01%
175
-725
438
$4K ﹤0.01%
201
439
$4K ﹤0.01%
785
440
$3K ﹤0.01%
75
441
$3K ﹤0.01%
100
442
$3K ﹤0.01%
200
443
$3K ﹤0.01%
100
444
$3K ﹤0.01%
101
-900
445
$3K ﹤0.01%
116
446
$3K ﹤0.01%
280
447
$3K ﹤0.01%
250
448
$3K ﹤0.01%
100
449
$3K ﹤0.01%
367
450
$3K ﹤0.01%
233
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