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
$658M
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$678K
2
+$669K
3
+$513K
4
AMZN icon
Amazon
AMZN
+$450K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$358K

Top Sells

1
+$1.98M
2
+$362K
3
+$251K
4
NXPI icon
NXP Semiconductors
NXPI
+$217K
5
CERN
Cerner Corp
CERN
+$182K

Sector Composition

1 Technology 22.85%
2 Healthcare 21.6%
3 Financials 10.19%
4 Industrials 7.63%
5 Consumer Staples 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$11K ﹤0.01%
14,450
+3,000
477
$10K ﹤0.01%
150
478
$10K ﹤0.01%
307
479
$10K ﹤0.01%
800
480
$10K ﹤0.01%
170
-5
481
$10K ﹤0.01%
73
482
$10K ﹤0.01%
500
483
$10K ﹤0.01%
5,600
484
$10K ﹤0.01%
20,666
485
$9K ﹤0.01%
128
486
$9K ﹤0.01%
104
487
$9K ﹤0.01%
250
488
$9K ﹤0.01%
275
489
$9K ﹤0.01%
392
490
$9K ﹤0.01%
1,492
491
$9K ﹤0.01%
900
492
$9K ﹤0.01%
900
493
$8K ﹤0.01%
180
494
$8K ﹤0.01%
100
-8
495
$8K ﹤0.01%
294
496
$8K ﹤0.01%
95
497
$8K ﹤0.01%
200
498
$8K ﹤0.01%
55
499
$8K ﹤0.01%
175
500
$8K ﹤0.01%
300
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