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
$592M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.36M
3
+$1.2M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.03M
5
NEE icon
NextEra Energy
NEE
+$684K

Top Sells

1
+$1.24M
2
+$1.18M
3
+$1.13M
4
VZ icon
Verizon
VZ
+$1.08M
5
HRB icon
H&R Block
HRB
+$500K

Sector Composition

1 Healthcare 16.53%
2 Technology 14.45%
3 Financials 12.34%
4 Energy 11.41%
5 Consumer Staples 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2K ﹤0.01%
36
477
$2K ﹤0.01%
145
478
$2K ﹤0.01%
53
479
$2K ﹤0.01%
43
480
$2K ﹤0.01%
10
481
$2K ﹤0.01%
68
482
$2K ﹤0.01%
363
483
$2K ﹤0.01%
265
484
$2K ﹤0.01%
53
485
$1K ﹤0.01%
22
486
$1K ﹤0.01%
103
487
$1K ﹤0.01%
11
488
$1K ﹤0.01%
+33
489
$1K ﹤0.01%
100
490
$1K ﹤0.01%
33
491
$1K ﹤0.01%
5
492
$1K ﹤0.01%
400
493
$1K ﹤0.01%
100
494
$1K ﹤0.01%
12
495
$1K ﹤0.01%
200
496
$1K ﹤0.01%
25
497
$1K ﹤0.01%
32
498
$1K ﹤0.01%
40
499
– –
-142
500
$0 ﹤0.01%
3
18 19
20
21 22