EWM

Endurance Wealth Management Portfolio holdings

AUM $731M
1-Year Est. Return 18.41%
This Quarter Est. Return
1 Year Est. Return
+18.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$520M
AUM Growth
-$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
612
New
Increased
Reduced
Closed

Top Buys

1 +$3.71M
2 +$2.69M
3 +$2.49M
4
MFC icon
Manulife Financial
MFC
+$1.23M
5
J icon
Jacobs Solutions
J
+$1.06M

Top Sells

1 +$16.3M
2 +$1.43M
3 +$1.37M
4
XOM icon
Exxon Mobil
XOM
+$1.3M
5
PWR icon
Quanta Services
PWR
+$833K

Sector Composition

1 Technology 22.78%
2 Healthcare 18.44%
3 Financials 10.74%
4 Consumer Staples 6%
5 Industrials 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$3K ﹤0.01%
+30
502
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233
503
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+216
504
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505
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4,812
506
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507
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508
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509
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510
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511
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512
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48
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520
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22
521
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100
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+310
523
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524
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525
$2K ﹤0.01%
320