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
$930M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$865K
3
+$613K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$384K
5
HBAN icon
Huntington Bancshares
HBAN
+$351K

Top Sells

1
+$7.94M
2
+$4.44M
3
+$3.71M
4
AVGO icon
Broadcom
AVGO
+$3.33M
5
MTD icon
Mettler-Toledo International
MTD
+$3.05M

Sector Composition

1 Technology 23.41%
2 Healthcare 19.42%
3 Financials 9.93%
4 Industrials 7.33%
5 Consumer Discretionary 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$13K ﹤0.01%
400
477
$13K ﹤0.01%
+2,000
478
$13K ﹤0.01%
253
479
$13K ﹤0.01%
163
480
$13K ﹤0.01%
63
481
$12K ﹤0.01%
150
482
$12K ﹤0.01%
800
483
$12K ﹤0.01%
502
484
$12K ﹤0.01%
300
485
$12K ﹤0.01%
175
-3
486
$12K ﹤0.01%
224
487
$12K ﹤0.01%
400
488
$12K ﹤0.01%
500
489
$12K ﹤0.01%
327
490
$12K ﹤0.01%
1,500
491
$11K ﹤0.01%
250
492
$11K ﹤0.01%
350
493
$11K ﹤0.01%
400
494
$11K ﹤0.01%
50
495
$11K ﹤0.01%
700
496
$11K ﹤0.01%
150
497
$10K ﹤0.01%
450
498
$10K ﹤0.01%
250
499
$10K ﹤0.01%
1,500
500
$10K ﹤0.01%
400
18 19
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