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
$533M
AUM Growth
+$532M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$3.36M
3
+$2.56M
4
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$1.56M
5
AKAM icon
Akamai
AKAM
+$874K

Top Sells

1
+$1.12M
2
+$1.02M
3
+$923K
4
DE icon
Deere & Co
DE
+$605K
5
CAT icon
Caterpillar
CAT
+$584K

Sector Composition

1 Healthcare 15.82%
2 Technology 14.19%
3 Energy 13.61%
4 Financials 9.75%
5 Consumer Staples 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3K ﹤0.01%
63
452
$3K ﹤0.01%
40
453
$3K ﹤0.01%
100
454
$3K ﹤0.01%
62
455
$3K ﹤0.01%
104
456
$3K ﹤0.01%
500
457
$2K ﹤0.01%
2
458
$2K ﹤0.01%
36
459
$2K ﹤0.01%
145
-399
460
$2K ﹤0.01%
87
461
$2K ﹤0.01%
16
462
$2K ﹤0.01%
163
-250
463
$2K ﹤0.01%
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464
$2K ﹤0.01%
40
465
$2K ﹤0.01%
84
466
$2K ﹤0.01%
10
467
$2K ﹤0.01%
68
468
$2K ﹤0.01%
157
469
$2K ﹤0.01%
40
470
$2K ﹤0.01%
200
471
$2K ﹤0.01%
200
472
$2K ﹤0.01%
265
473
$2K ﹤0.01%
53
474
$2K ﹤0.01%
31
475
$1K ﹤0.01%
400
17 18
19
20 21