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
526
$7K ﹤0.01%
530
527
$7K ﹤0.01%
300
528
$7K ﹤0.01%
111
529
$6K ﹤0.01%
165
530
$6K ﹤0.01%
575
531
$6K ﹤0.01%
+200
532
$6K ﹤0.01%
170
533
$6K ﹤0.01%
+51
534
$5K ﹤0.01%
1,000
535
$5K ﹤0.01%
68
536
$5K ﹤0.01%
40
537
$5K ﹤0.01%
500
538
$5K ﹤0.01%
60
539
$5K ﹤0.01%
1,000
540
$5K ﹤0.01%
218
541
$5K ﹤0.01%
65
542
$5K ﹤0.01%
81
543
$4K ﹤0.01%
253
544
$4K ﹤0.01%
16
545
$4K ﹤0.01%
400
546
$4K ﹤0.01%
30
547
$4K ﹤0.01%
140
548
$4K ﹤0.01%
375
549
$4K ﹤0.01%
25
550
$4K ﹤0.01%
87
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