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
$610M
AUM Growth
+$89.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.86M
3
+$1.76M
4
EOG icon
EOG Resources
EOG
+$1.6M
5
BFAM icon
Bright Horizons
BFAM
+$1.26M

Top Sells

1
+$6.19M
2
+$2.22M
3
+$1.95M
4
AGN
Allergan plc
AGN
+$1.06M
5
PFE icon
Pfizer
PFE
+$917K

Sector Composition

1 Technology 23.08%
2 Healthcare 18.17%
3 Financials 9.81%
4 Consumer Discretionary 6.42%
5 Industrials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$11K ﹤0.01%
497
452
$11K ﹤0.01%
163
453
$10K ﹤0.01%
767
454
$10K ﹤0.01%
510
455
$10K ﹤0.01%
127
-11
456
$10K ﹤0.01%
181
457
$10K ﹤0.01%
123
458
$10K ﹤0.01%
400
459
$10K ﹤0.01%
300
460
$9K ﹤0.01%
250
461
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800
-17
462
$9K ﹤0.01%
700
463
$9K ﹤0.01%
325
464
$9K ﹤0.01%
300
465
$9K ﹤0.01%
575
466
$9K ﹤0.01%
85
467
$9K ﹤0.01%
200
468
$9K ﹤0.01%
400
469
$8K ﹤0.01%
180
+1
470
$8K ﹤0.01%
+250
471
$8K ﹤0.01%
30
472
$8K ﹤0.01%
825
473
$8K ﹤0.01%
128
474
$8K ﹤0.01%
157
475
$8K ﹤0.01%
250
17 18
19
20 21