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
$636M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1 +$1.61M
2 +$1.05M
3 +$807K
4
NVS icon
Novartis
NVS
+$727K
5
VB icon
Vanguard Small-Cap ETF
VB
+$595K

Top Sells

1 +$2.76M
2 +$2.05M
3 +$1.78M
4
BIIB icon
Biogen
BIIB
+$1.17M
5
AGN
Allergan plc
AGN
+$1.15M

Sector Composition

1 Technology 20.22%
2 Healthcare 16.3%
3 Financials 12.09%
4 Energy 9.35%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$2K ﹤0.01%
400
452
$2K ﹤0.01%
130
453
$2K ﹤0.01%
100
454
$2K ﹤0.01%
200
455
$1K ﹤0.01%
22
456
$1K ﹤0.01%
28
457
$1K ﹤0.01%
10
458
$1K ﹤0.01%
21
+11
459
$1K ﹤0.01%
+4
460
$1K ﹤0.01%
55
461
$1K ﹤0.01%
10
462
$1K ﹤0.01%
54
463
$1K ﹤0.01%
50
464
$1K ﹤0.01%
11
465
$1K ﹤0.01%
121
466
$1K ﹤0.01%
100
467
$1K ﹤0.01%
33
468
$1K ﹤0.01%
+16
469
$1K ﹤0.01%
66
470
$1K ﹤0.01%
25
471
$0 ﹤0.01%
19
472
$0 ﹤0.01%
50
473
$0 ﹤0.01%
8
474
-10
475
$0 ﹤0.01%
1