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
$930M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$865K
3
+$613K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$384K
5
HBAN icon
Huntington Bancshares
HBAN
+$351K

Top Sells

1
+$7.94M
2
+$4.44M
3
+$3.71M
4
AVGO icon
Broadcom
AVGO
+$3.33M
5
MTD icon
Mettler-Toledo International
MTD
+$3.05M

Sector Composition

1 Technology 23.41%
2 Healthcare 19.42%
3 Financials 9.93%
4 Industrials 7.33%
5 Consumer Discretionary 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$10K ﹤0.01%
200
-40
502
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503
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60
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504
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+2
505
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-1
506
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507
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400
508
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509
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510
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55
511
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512
$9K ﹤0.01%
87
+43
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900
514
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900
515
$9K ﹤0.01%
200
516
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256
517
$8K ﹤0.01%
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$8K ﹤0.01%
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520
$8K ﹤0.01%
250
521
$8K ﹤0.01%
157
522
$8K ﹤0.01%
12,666
523
$7K ﹤0.01%
+12
524
$7K ﹤0.01%
424
525
$7K ﹤0.01%
104
19 20
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22 23