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
$520M
AUM Growth
-$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
612
New
Increased
Reduced
Closed

Top Buys

1 +$3.71M
2 +$2.69M
3 +$2.49M
4
MFC icon
Manulife Financial
MFC
+$1.23M
5
J icon
Jacobs Solutions
J
+$1.06M

Top Sells

1 +$16.3M
2 +$1.43M
3 +$1.37M
4
XOM icon
Exxon Mobil
XOM
+$1.3M
5
PWR icon
Quanta Services
PWR
+$833K

Sector Composition

1 Technology 22.78%
2 Healthcare 18.44%
3 Financials 10.74%
4 Consumer Staples 6%
5 Industrials 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$5K ﹤0.01%
1,500
477
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67
+4
478
$4K ﹤0.01%
307
479
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200
480
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172
481
$4K ﹤0.01%
613
482
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150
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100
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+71
486
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524
-1,500
487
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489
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491
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1,000
492
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2
493
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+450
494
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400
495
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176
496
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40
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65
498
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82
499
$3K ﹤0.01%
300
500
$3K ﹤0.01%
56