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
$559M
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.65M
3
+$1.5M
4
EW icon
Edwards Lifesciences
EW
+$1.44M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.02M

Top Sells

1
+$5.44M
2
+$2.79M
3
+$1.56M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$1.19M
5
VHT icon
Vanguard Health Care ETF
VHT
+$811K

Sector Composition

1 Healthcare 14.74%
2 Technology 13.9%
3 Energy 13.59%
4 Financials 13.06%
5 Consumer Staples 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.07M 1.26%
112,927
+6,900
27
$6.74M 1.21%
94,650
-34
28
$6.68M 1.19%
63,838
-150
29
$6.5M 1.16%
219,868
-5,225
30
$6.38M 1.14%
207,097
-7,009
31
$6.2M 1.11%
269,874
-22,715
32
$6.03M 1.08%
107,656
-20
33
$6M 1.07%
135,386
+1,124
34
$5.95M 1.06%
86,213
-170
35
$5.29M 0.95%
25,215
-3,035
36
$5.07M 0.91%
114,758
-2,925
37
$5.01M 0.9%
34,247
38
$4.74M 0.85%
41,100
-1,670
39
$4.71M 0.84%
43,535
+40
40
$4.58M 0.82%
151,414
-3,800
41
$4.55M 0.81%
151,335
+2,600
42
$4.47M 0.8%
81,206
+1,900
43
$4.41M 0.79%
34,800
-6,400
44
$4.31M 0.77%
32,777
+7,738
45
$4.04M 0.72%
135,124
-3,600
46
$4.01M 0.72%
51,503
-500
47
$3.93M 0.7%
99,280
+200
48
$3.74M 0.67%
57,208
-5,475
49
$3.71M 0.66%
28,770
+12,788
50
$3.64M 0.65%
52,216
+5,035
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