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
$658M
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$678K
2
+$669K
3
+$513K
4
AMZN icon
Amazon
AMZN
+$450K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$358K

Top Sells

1
+$1.98M
2
+$362K
3
+$251K
4
NXPI icon
NXP Semiconductors
NXPI
+$217K
5
CERN
Cerner Corp
CERN
+$182K

Sector Composition

1 Technology 22.85%
2 Healthcare 21.6%
3 Financials 10.19%
4 Industrials 7.63%
5 Consumer Staples 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$17K ﹤0.01%
1,000
427
$17K ﹤0.01%
510
428
$17K ﹤0.01%
1,250
429
$17K ﹤0.01%
336
430
$17K ﹤0.01%
150
431
$17K ﹤0.01%
1,005
432
$17K ﹤0.01%
330
433
$16K ﹤0.01%
466
-44
434
$16K ﹤0.01%
1,500
435
$16K ﹤0.01%
200
436
$16K ﹤0.01%
335
437
$16K ﹤0.01%
1,500
438
$16K ﹤0.01%
1,000
439
$15K ﹤0.01%
825
440
$15K ﹤0.01%
288
441
$15K ﹤0.01%
400
442
$15K ﹤0.01%
205
443
$15K ﹤0.01%
750
444
$15K ﹤0.01%
1,000
445
$15K ﹤0.01%
148
446
$14K ﹤0.01%
120
447
$14K ﹤0.01%
100
448
$14K ﹤0.01%
1,850
+1,500
449
$14K ﹤0.01%
1,216
450
$14K ﹤0.01%
400
16 17
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