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
$0 ﹤0.01%
2
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507
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509
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522
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523
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524
– –
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17 18 19 20
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