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
$610M
AUM Growth
+$89.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.86M
3
+$1.76M
4
EOG icon
EOG Resources
EOG
+$1.6M
5
BFAM icon
Bright Horizons
BFAM
+$1.26M

Top Sells

1
+$6.19M
2
+$2.22M
3
+$1.95M
4
AGN
Allergan plc
AGN
+$1.06M
5
PFE icon
Pfizer
PFE
+$917K

Sector Composition

1 Technology 23.08%
2 Healthcare 18.17%
3 Financials 9.81%
4 Consumer Discretionary 6.42%
5 Industrials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2K ﹤0.01%
70
552
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22
553
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+25
554
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310
555
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219
556
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79
557
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11
558
$2K ﹤0.01%
2,666
559
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47
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385
561
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38
562
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100
563
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+16
564
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16
565
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10
566
$1K ﹤0.01%
5
567
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53
568
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569
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570
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11
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572
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4
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4
574
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13
575
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23
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