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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
$558M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$9.28M
2
+$5.58M
3
+$2.19M
4
FTV icon
Fortive
FTV
+$1.81M
5
USB icon
US Bancorp
USB
+$1.3M

Top Sells

1
+$2.7M
2
+$2.56M
3
+$1.74M
4
DHR icon
Danaher
DHR
+$1.54M
5
ETN icon
Eaton
ETN
+$1.47M

Sector Composition

1 Healthcare 16.29%
2 Technology 14.77%
3 Energy 13.9%
4 Financials 10.53%
5 Consumer Staples 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-700
502
– –
-591
503
$0 ﹤0.01%
100
504
– –
-590
505
– –
-850
506
– –
-100
507
– –
-500
508
$0 ﹤0.01%
100
509
– –
-400
510
$0 ﹤0.01%
3
511
$0 ﹤0.01%
19
512
– –
-1,000
513
$0 ﹤0.01%
25
514
– –
-40
515
– –
-94,374
516
– –
-3,450
517
– –
-390
518
$0 ﹤0.01%
43
519
$0 ﹤0.01%
50
520
$0 ﹤0.01%
50
521
$0 ﹤0.01%
1
522
$0 ﹤0.01%
50
523
– –
-46,027
524
$0 ﹤0.01%
+1,862
17 18 19 20
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