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
$595M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$3.71M
3
+$3.41M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$2.41M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.11M

Top Sells

1
+$2.07M
2
+$1.73M
3
+$1.65M
4
PFE icon
Pfizer
PFE
+$1.41M
5
DD
Du Pont De Nemours E I
DD
+$1.06M

Sector Composition

1 Energy 18.35%
2 Technology 13.88%
3 Healthcare 13.37%
4 Financials 10.89%
5 Industrials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$5K ﹤0.01%
+225
452
$5K ﹤0.01%
+150
453
$5K ﹤0.01%
+52
454
$5K ﹤0.01%
+359
455
$5K ﹤0.01%
+104
456
$5K ﹤0.01%
+90
457
$5K ﹤0.01%
+375
458
$5K ﹤0.01%
+100
459
$5K ﹤0.01%
+1,350
460
$4K ﹤0.01%
+25
461
$4K ﹤0.01%
+142
462
$4K ﹤0.01%
+100
463
$4K ﹤0.01%
+100
464
$4K ﹤0.01%
+100
465
$4K ﹤0.01%
+100
466
$4K ﹤0.01%
+200
467
$4K ﹤0.01%
+785
468
$4K ﹤0.01%
+300
469
$4K ﹤0.01%
+62
470
$4K ﹤0.01%
+420
471
$4K ﹤0.01%
+104
472
$4K ﹤0.01%
+100
473
$3K ﹤0.01%
+30
474
$3K ﹤0.01%
+300
475
$3K ﹤0.01%
+100
17 18
19
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