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
$525M
AUM Growth
-$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Sells

1 +$4.68M
2 +$2.81M
3 +$2.29M
4
BAC icon
Bank of America
BAC
+$1.42M
5
KMI icon
Kinder Morgan
KMI
+$1.22M

Sector Composition

1 Healthcare 15.23%
2 Technology 14.4%
3 Financials 11.6%
4 Energy 11.41%
5 Consumer Staples 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$0 ﹤0.01%
50
552
$0 ﹤0.01%
20,000