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
$792M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
659
New
Increased
Reduced
Closed

Top Buys

1 +$2.4M
2 +$2.24M
3 +$1.73M
4
APD icon
Air Products & Chemicals
APD
+$1.53M
5
DLR icon
Digital Realty Trust
DLR
+$1.51M

Top Sells

1 +$1.69M
2 +$461K
3 +$448K
4
SLB icon
SLB Limited
SLB
+$447K
5
OXY icon
Occidental Petroleum
OXY
+$378K

Sector Composition

1 Technology 24.02%
2 Healthcare 17.64%
3 Financials 9.81%
4 Industrials 7.14%
5 Consumer Discretionary 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$5K ﹤0.01%
200
527
$4K ﹤0.01%
58
528
$4K ﹤0.01%
87
529
$4K ﹤0.01%
1,000
530
$4K ﹤0.01%
16
-24
531
$4K ﹤0.01%
100
532
$4K ﹤0.01%
176
533
$4K ﹤0.01%
60
534
$4K ﹤0.01%
104
535
$4K ﹤0.01%
+1,000
536
$4K ﹤0.01%
100
537
$4K ﹤0.01%
400
538
$4K ﹤0.01%
375
539
$4K ﹤0.01%
30
540
$4K ﹤0.01%
218
541
$4K ﹤0.01%
216
542
$4K ﹤0.01%
65
543
$4K ﹤0.01%
125
544
$4K ﹤0.01%
81
545
$3K ﹤0.01%
50
546
$3K ﹤0.01%
322
547
$3K ﹤0.01%
38
548
$3K ﹤0.01%
69
549
$3K ﹤0.01%
52
550
$3K ﹤0.01%
59