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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
$603M
AUM Growth
-$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
557
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$658K
3
+$531K
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$464K
5
NFE icon
New Fortress Energy
NFE
+$401K

Top Sells

1
+$13.5M
2
+$5.64M
3
+$3.96M
4
KMI icon
Kinder Morgan
KMI
+$3.48M
5
OLED icon
Universal Display
OLED
+$1.41M

Sector Composition

1 Technology 20.96%
2 Healthcare 16.72%
3 Financials 12.67%
4 Energy 8.79%
5 Consumer Staples 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1K ﹤0.01%
4
502
$1K ﹤0.01%
+5
503
$1K ﹤0.01%
55
504
$1K ﹤0.01%
10
505
$1K ﹤0.01%
54
506
$1K ﹤0.01%
68
507
$1K ﹤0.01%
40
-10
508
$1K ﹤0.01%
91
509
$1K ﹤0.01%
11
510
$1K ﹤0.01%
+20
511
$1K ﹤0.01%
100
512
$1K ﹤0.01%
33
513
$1K ﹤0.01%
25
514
$1K ﹤0.01%
200
515
$1K ﹤0.01%
66
516
$1K ﹤0.01%
+10
517
$1K ﹤0.01%
350
-14,300
518
$1K ﹤0.01%
31
+3
519
$1K ﹤0.01%
10
520
$1K ﹤0.01%
21
521
$1K ﹤0.01%
16
522
$1K ﹤0.01%
+100
523
$1K ﹤0.01%
400
524
$1K ﹤0.01%
+93
525
– –
-200
19 20
21
22 23