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
$595M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$3.71M
3
+$3.41M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$2.41M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.11M

Top Sells

1
+$2.07M
2
+$1.73M
3
+$1.65M
4
PFE icon
Pfizer
PFE
+$1.41M
5
DD
Du Pont De Nemours E I
DD
+$1.06M

Sector Composition

1 Energy 18.35%
2 Technology 13.88%
3 Healthcare 13.37%
4 Financials 10.89%
5 Industrials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3K ﹤0.01%
+16
477
$3K ﹤0.01%
+155
478
$3K ﹤0.01%
+100
479
$3K ﹤0.01%
+68
480
$3K ﹤0.01%
+200
481
$3K ﹤0.01%
+157
482
$3K ﹤0.01%
+233
483
$3K ﹤0.01%
+63
484
$3K ﹤0.01%
+300
485
$3K ﹤0.01%
+200
486
$3K ﹤0.01%
+172
487
$3K ﹤0.01%
42
-14,847
488
$3K ﹤0.01%
+60
489
$3K ﹤0.01%
+500
490
$2K ﹤0.01%
+2
491
$2K ﹤0.01%
+124
492
$2K ﹤0.01%
+400
493
$2K ﹤0.01%
+176
494
$2K ﹤0.01%
+40
495
$2K ﹤0.01%
+84
496
$2K ﹤0.01%
+50
497
$2K ﹤0.01%
+10
498
$2K ﹤0.01%
+103
499
$2K ﹤0.01%
+369
500
$2K ﹤0.01%
+40
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