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
$610M
AUM Growth
+$89.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.86M
3
+$1.76M
4
EOG icon
EOG Resources
EOG
+$1.6M
5
BFAM icon
Bright Horizons
BFAM
+$1.26M

Top Sells

1
+$6.19M
2
+$2.22M
3
+$1.95M
4
AGN
Allergan plc
AGN
+$1.06M
5
PFE icon
Pfizer
PFE
+$917K

Sector Composition

1 Technology 23.08%
2 Healthcare 18.17%
3 Financials 9.81%
4 Consumer Discretionary 6.42%
5 Industrials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$14K ﹤0.01%
78
-166
427
$14K ﹤0.01%
770
428
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80
429
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1,000
430
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1,000
431
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250
432
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550
433
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434
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134
-65
435
$13K ﹤0.01%
303
436
$13K ﹤0.01%
100
437
$13K ﹤0.01%
+1,600
438
$13K ﹤0.01%
125
439
$13K ﹤0.01%
335
440
$13K ﹤0.01%
428
441
$13K ﹤0.01%
250
442
$12K ﹤0.01%
50
443
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444
$12K ﹤0.01%
57
445
$11K ﹤0.01%
750
446
$11K ﹤0.01%
415
447
$11K ﹤0.01%
77
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448
$11K ﹤0.01%
+100
449
$11K ﹤0.01%
+500
450
$11K ﹤0.01%
300
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