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
$603M
AUM Growth
-$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
557
New
Increased
Reduced
Closed

Top Buys

1 +$1.64M
2 +$626K
3 +$505K
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$487K
5
UNH icon
UnitedHealth
UNH
+$479K

Top Sells

1 +$13.6M
2 +$5.38M
3 +$3.96M
4
KMI icon
Kinder Morgan
KMI
+$3.49M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.39M

Sector Composition

1 Technology 20.96%
2 Healthcare 16.72%
3 Financials 12.67%
4 Energy 8.79%
5 Consumer Staples 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$0 ﹤0.01%
9
552
$0 ﹤0.01%
50
553
-4,812
554
$0 ﹤0.01%
19
555
-100
556
$0 ﹤0.01%
50
557
-2,727