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
526
$9K ﹤0.01%
+800
527
$9K ﹤0.01%
200
528
$9K ﹤0.01%
300
529
$9K ﹤0.01%
100
530
$9K ﹤0.01%
178
531
$9K ﹤0.01%
250
532
$9K ﹤0.01%
400
533
$9K ﹤0.01%
56
534
$9K ﹤0.01%
+900
535
$8K ﹤0.01%
23
-125
536
$8K ﹤0.01%
+1,000
537
$8K ﹤0.01%
424
538
$8K ﹤0.01%
500
539
$8K ﹤0.01%
200
540
$8K ﹤0.01%
128
541
$8K ﹤0.01%
+150
542
$8K ﹤0.01%
400
543
$8K ﹤0.01%
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544
$8K ﹤0.01%
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545
$8K ﹤0.01%
50
546
$8K ﹤0.01%
63
-4
547
$7K ﹤0.01%
+165
548
$7K ﹤0.01%
+253
549
$7K ﹤0.01%
400
550
$7K ﹤0.01%
188
-62
20 21
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