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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
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$3.12M
3
+$2.7M
4
VHT icon
Vanguard Health Care ETF
VHT
+$1.58M
5
CELG
Celgene Corp
CELG
+$881K

Top Sells

1
+$4.54M
2
+$1.87M
3
+$1.55M
4
GE icon
GE Aerospace
GE
+$1.36M
5
ABBV icon
AbbVie
ABBV
+$759K

Sector Composition

1 Healthcare 16.47%
2 Technology 15.42%
3 Financials 12.29%
4 Energy 11.14%
5 Consumer Staples 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$0 ﹤0.01%
30
-2
527
– –
-500
528
$0 ﹤0.01%
50
529
– –
-1
530
– –
-40
531
$0 ﹤0.01%
50
532
– –
-1,000
533
– –
-33
534
$0 ﹤0.01%
2
535
– –
-10,000
536
$0 ﹤0.01%
19
537
– –
-265
538
– –
-1,480
539
– –
-162
540
– –
-2,000
18 19 20 21
22