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
$899M
AUM Growth
-$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Sells

1 +$1.09M
2 +$890K
3 +$660K
4
EW icon
Edwards Lifesciences
EW
+$484K
5
BAC icon
Bank of America
BAC
+$398K

Sector Composition

1 Technology 22.16%
2 Healthcare 17.94%
3 Financials 10.63%
4 Industrials 7.47%
5 Consumer Discretionary 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$10K ﹤0.01%
63
527
$9K ﹤0.01%
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528
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529
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+135
530
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531
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+1
532
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534
$8K ﹤0.01%
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$8K ﹤0.01%
23
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$8K ﹤0.01%
400
537
$8K ﹤0.01%
500
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$8K ﹤0.01%
128
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$8K ﹤0.01%
250
540
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541
$8K ﹤0.01%
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$7K ﹤0.01%
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543
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$6K ﹤0.01%
1,000
546
$6K ﹤0.01%
575
547
$6K ﹤0.01%
104
548
$5K ﹤0.01%
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549
$5K ﹤0.01%
100
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$5K ﹤0.01%
40