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
$654M
AUM Growth
+$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1 +$4.06M
2 +$1.82M
3 +$1.34M
4
ABBV icon
AbbVie
ABBV
+$828K
5
D icon
Dominion Energy
D
+$810K

Top Sells

1 +$2.69M
2 +$1.63M
3 +$1.33M
4
OLED icon
Universal Display
OLED
+$1.04M
5
CELG
Celgene Corp
CELG
+$838K

Sector Composition

1 Technology 21.94%
2 Healthcare 16.95%
3 Financials 13.45%
4 Energy 7.64%
5 Industrials 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
0
427
$10K ﹤0.01%
550
-85
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1,000
429
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76
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300
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+105
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307
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66
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+1
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25
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+500
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1,000
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200
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$7K ﹤0.01%
100
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150
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-37
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$6K ﹤0.01%
+30
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$6K ﹤0.01%
200