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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
$622M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$2.15M
3
+$2.03M
4
CELG
Celgene Corp
CELG
+$1.79M
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$1.15M

Top Sells

1
+$5.78M
2
+$3.22M
3
+$2.67M
4
OLED icon
Universal Display
OLED
+$1.67M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.53M

Sector Composition

1 Technology 17.49%
2 Healthcare 15.08%
3 Financials 12.54%
4 Energy 10.85%
5 Consumer Staples 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1K ﹤0.01%
15
502
$1K ﹤0.01%
25
503
$0 ﹤0.01%
10
504
– –
-145
505
$0 ﹤0.01%
25
506
– –
-4,612
507
– –
-700
508
$0 ﹤0.01%
2
509
$0 ﹤0.01%
28
510
$0 ﹤0.01%
8
511
$0 ﹤0.01%
1
512
$0 ﹤0.01%
5
513
– –
-29
514
– –
-400
515
– –
0
516
$0 ﹤0.01%
100
517
– –
-5,000
518
$0 ﹤0.01%
100
519
$0 ﹤0.01%
12
520
$0 ﹤0.01%
4
521
$0 ﹤0.01%
3
522
$0 ﹤0.01%
19
523
– –
-500
524
– –
0
525
– –
-100
18 19 20
21
22