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
$559M
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.59M
3
+$1.55M
4
EW icon
Edwards Lifesciences
EW
+$1.5M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1M

Top Sells

1
+$5.48M
2
+$2.79M
3
+$1.56M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$1.31M
5
VHT icon
Vanguard Health Care ETF
VHT
+$817K

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
476
$1K ﹤0.01%
100
477
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33
478
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5
479
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400
480
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100
481
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12
-6
482
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483
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+25
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14
485
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43
486
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40
487
$0 ﹤0.01%
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488
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492
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494
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100
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17 18 19
20
21