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

Top Buys

1
+$3.37M
2
+$3.36M
3
+$2.52M
4
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$1.52M
5
AKAM icon
Akamai
AKAM
+$822K

Top Sells

1
+$1.08M
2
+$1.07M
3
+$884K
4
DE icon
Deere & Co
DE
+$612K
5
CAT icon
Caterpillar
CAT
+$576K

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%
233
452
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63
453
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40
454
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62
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40
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10
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465
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145
-399
467
$2K ﹤0.01%
87
468
$2K ﹤0.01%
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469
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163
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470
$2K ﹤0.01%
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471
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472
$2K ﹤0.01%
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473
$2K ﹤0.01%
53
474
$2K ﹤0.01%
31
475
$1K ﹤0.01%
33
17 18
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