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
$850M
AUM Growth
+$58.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.53M
3
+$1.27M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.14M
5
AKTS
Akoustis Technologies Inc
AKTS
+$1.14M

Top Sells

1
+$3.33M
2
+$1.24M
3
+$901K
4
GILD icon
Gilead Sciences
GILD
+$500K
5
BYSI icon
BeyondSpring
BYSI
+$498K

Sector Composition

1 Technology 22.77%
2 Healthcare 16.42%
3 Financials 10.98%
4 Industrials 7.64%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$12K ﹤0.01%
300
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502
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500
503
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504
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505
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180
+1
506
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507
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1,000
508
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509
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510
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511
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512
$12K ﹤0.01%
+500
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66
514
$11K ﹤0.01%
502
-16,585
515
$11K ﹤0.01%
54
+50
516
$11K ﹤0.01%
575
517
$11K ﹤0.01%
530
518
$11K ﹤0.01%
+675
519
$11K ﹤0.01%
250
520
$11K ﹤0.01%
174
521
$11K ﹤0.01%
163
522
$11K ﹤0.01%
1,500
523
$10K ﹤0.01%
150
524
$10K ﹤0.01%
250
525
$10K ﹤0.01%
233
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