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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
$569M
AUM Growth
-$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.13M
3
+$1.11M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.05M
5
XOM icon
Exxon Mobil
XOM
+$1.04M

Top Sells

1
+$962K
2
+$806K
3
+$697K
4
AIG icon
American International
AIG
+$669K
5
QCOM icon
Qualcomm
QCOM
+$572K

Sector Composition

1 Energy 16.63%
2 Technology 14.02%
3 Healthcare 13.2%
4 Financials 10.66%
5 Industrials 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1K ﹤0.01%
103
502
$1K ﹤0.01%
176
503
$1K ﹤0.01%
110
-50
504
$1K ﹤0.01%
15
505
$1K ﹤0.01%
100
506
$1K ﹤0.01%
+50
507
$1K ﹤0.01%
33
508
$1K ﹤0.01%
33
509
$1K ﹤0.01%
18
510
$1K ﹤0.01%
40
511
$1K ﹤0.01%
40
512
– –
-1
513
– –
-6
514
$0 ﹤0.01%
+8
515
– –
-5,000
516
– –
-500
517
– –
-400
518
– –
-700
519
– –
-27
520
– –
-51
521
– –
-310
522
– –
-3,300
523
– –
-150
524
– –
-86
525
– –
-4
19 20
21
22 23