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
$654M
AUM Growth
+$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1 +$4.06M
2 +$1.82M
3 +$1.34M
4
ABBV icon
AbbVie
ABBV
+$828K
5
D icon
Dominion Energy
D
+$810K

Top Sells

1 +$2.69M
2 +$1.63M
3 +$1.33M
4
OLED icon
Universal Display
OLED
+$1.04M
5
CELG
Celgene Corp
CELG
+$838K

Sector Composition

1 Technology 21.94%
2 Healthcare 16.95%
3 Financials 13.45%
4 Energy 7.64%
5 Industrials 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
-1,900
552
-70
553
-1,800
554
-1,000
555
-25
556
-300
557
$0 ﹤0.01%
9
558
$0 ﹤0.01%
50
559
$0 ﹤0.01%
19
560
-8,440
561
$0 ﹤0.01%
50