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
$622M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$2.15M
3
+$2.03M
4
CELG
Celgene Corp
CELG
+$1.79M
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$1.15M

Top Sells

1
+$5.78M
2
+$3.22M
3
+$2.67M
4
OLED icon
Universal Display
OLED
+$1.67M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.53M

Sector Composition

1 Technology 17.49%
2 Healthcare 15.08%
3 Financials 12.54%
4 Energy 10.85%
5 Consumer Staples 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3K ﹤0.01%
10
477
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100
478
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100
479
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52
480
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219
481
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100
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483
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9
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36
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53
486
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43
487
$2K ﹤0.01%
54
488
$2K ﹤0.01%
68
489
$2K ﹤0.01%
103
490
$2K ﹤0.01%
363
491
$2K ﹤0.01%
75
-600
492
$2K ﹤0.01%
400
493
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425
494
$2K ﹤0.01%
79
495
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16
496
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53
497
$1K ﹤0.01%
200
498
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22
499
$1K ﹤0.01%
11
500
$1K ﹤0.01%
33
18 19
20
21 22