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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
$569M
AUM Growth
-$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.13M
3
+$1.11M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.05M
5
XOM icon
Exxon Mobil
XOM
+$1.04M

Top Sells

1
+$962K
2
+$806K
3
+$697K
4
AIG icon
American International
AIG
+$669K
5
QCOM icon
Qualcomm
QCOM
+$572K

Sector Composition

1 Energy 16.63%
2 Technology 14.02%
3 Healthcare 13.2%
4 Financials 10.66%
5 Industrials 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
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552
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-30
553
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-500
554
– –
-150
555
– –
-5,600
556
– –
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557
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-1
558
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-100
559
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-5,000
560
$0 ﹤0.01%
16
561
$0 ﹤0.01%
50
562
– –
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563
$0 ﹤0.01%
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564
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9
565
$0 ﹤0.01%
20,000
566
– –
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567
$0 ﹤0.01%
50
568
– –
0
569
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14
570
– –
-420
571
$0 ﹤0.01%
66
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