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
$850M
AUM Growth
+$58.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.53M
3
+$1.27M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.14M
5
AKTS
Akoustis Technologies Inc
AKTS
+$1.14M

Top Sells

1
+$3.33M
2
+$1.24M
3
+$901K
4
GILD icon
Gilead Sciences
GILD
+$500K
5
BYSI icon
BeyondSpring
BYSI
+$498K

Sector Composition

1 Technology 22.77%
2 Healthcare 16.42%
3 Financials 10.98%
4 Industrials 7.64%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$24K ﹤0.01%
+68
427
$24K ﹤0.01%
75
428
$24K ﹤0.01%
800
429
$24K ﹤0.01%
550
430
$23K ﹤0.01%
1,527
431
$23K ﹤0.01%
300
432
$23K ﹤0.01%
150
433
$23K ﹤0.01%
300
434
$23K ﹤0.01%
100
435
$22K ﹤0.01%
519
+25
436
$22K ﹤0.01%
140
437
$22K ﹤0.01%
500
438
$22K ﹤0.01%
100
439
$22K ﹤0.01%
+1,072
440
$22K ﹤0.01%
+1,000
441
$22K ﹤0.01%
12,666
442
$22K ﹤0.01%
155
443
$21K ﹤0.01%
375
444
$21K ﹤0.01%
540
-11
445
$21K ﹤0.01%
244
446
$20K ﹤0.01%
1,500
447
$20K ﹤0.01%
2,000
448
$19K ﹤0.01%
992
449
$19K ﹤0.01%
303
450
$19K ﹤0.01%
510
16 17
18
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