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
$850M
AUM Growth
+$58.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.53M
3
+$1.27M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.14M
5
AKTS
Akoustis Technologies Inc
AKTS
+$1.14M

Top Sells

1
+$3.33M
2
+$1.24M
3
+$901K
4
GILD icon
Gilead Sciences
GILD
+$500K
5
BYSI icon
BeyondSpring
BYSI
+$498K

Sector Composition

1 Technology 22.77%
2 Healthcare 16.42%
3 Financials 10.98%
4 Industrials 7.64%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$19K ﹤0.01%
336
452
$19K ﹤0.01%
600
453
$19K ﹤0.01%
156
+126
454
$19K ﹤0.01%
124
455
$18K ﹤0.01%
+400
456
$18K ﹤0.01%
220
457
$18K ﹤0.01%
80
458
$18K ﹤0.01%
915
-900
459
$18K ﹤0.01%
1,000
460
$18K ﹤0.01%
+327
461
$17K ﹤0.01%
134
462
$17K ﹤0.01%
1,000
463
$17K ﹤0.01%
1,250
464
$17K ﹤0.01%
243
465
$17K ﹤0.01%
1,100
466
$17K ﹤0.01%
523
467
$17K ﹤0.01%
+197
468
$17K ﹤0.01%
1,006
-1,575
469
$17K ﹤0.01%
+2,000
470
$16K ﹤0.01%
770
471
$16K ﹤0.01%
+250
472
$16K ﹤0.01%
+400
473
$16K ﹤0.01%
234
-12
474
$16K ﹤0.01%
148
475
$16K ﹤0.01%
679
+600
17 18
19
20 21