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
$658M
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$678K
2
+$669K
3
+$513K
4
AMZN icon
Amazon
AMZN
+$450K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$358K

Top Sells

1
+$1.98M
2
+$362K
3
+$251K
4
NXPI icon
NXP Semiconductors
NXPI
+$217K
5
CERN
Cerner Corp
CERN
+$182K

Sector Composition

1 Technology 22.85%
2 Healthcare 21.6%
3 Financials 10.19%
4 Industrials 7.63%
5 Consumer Staples 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$14K ﹤0.01%
1,700
452
$14K ﹤0.01%
770
453
$14K ﹤0.01%
243
454
$14K ﹤0.01%
300
455
$14K ﹤0.01%
700
456
$14K ﹤0.01%
300
457
$14K ﹤0.01%
85
458
$14K ﹤0.01%
1,000
459
$14K ﹤0.01%
156
460
$14K ﹤0.01%
150
461
$14K ﹤0.01%
250
462
$13K ﹤0.01%
316
463
$13K ﹤0.01%
140
464
$13K ﹤0.01%
200
465
$13K ﹤0.01%
57
466
$13K ﹤0.01%
163
467
$12K ﹤0.01%
100
468
$12K ﹤0.01%
150
469
$12K ﹤0.01%
100
470
$12K ﹤0.01%
100
471
$12K ﹤0.01%
+65
472
$11K ﹤0.01%
301
-50
473
$11K ﹤0.01%
400
-730
474
$11K ﹤0.01%
400
475
$11K ﹤0.01%
253
17 18
19
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