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
$658M
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$678K
2
+$669K
3
+$513K
4
AMZN icon
Amazon
AMZN
+$450K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$358K

Top Sells

1
+$1.98M
2
+$362K
3
+$251K
4
NXPI icon
NXP Semiconductors
NXPI
+$217K
5
CERN
Cerner Corp
CERN
+$182K

Sector Composition

1 Technology 22.85%
2 Healthcare 21.6%
3 Financials 10.19%
4 Industrials 7.63%
5 Consumer Staples 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$3K ﹤0.01%
176
552
$3K ﹤0.01%
52
553
$3K ﹤0.01%
65
554
$3K ﹤0.01%
575
555
$3K ﹤0.01%
94
556
$3K ﹤0.01%
50
557
$3K ﹤0.01%
300
558
$3K ﹤0.01%
375
559
$3K ﹤0.01%
10
560
$3K ﹤0.01%
25
561
$3K ﹤0.01%
310
562
$3K ﹤0.01%
216
563
$3K ﹤0.01%
+126
564
$3K ﹤0.01%
65
565
$2K ﹤0.01%
322
566
$2K ﹤0.01%
42
567
$2K ﹤0.01%
38
568
$2K ﹤0.01%
72
569
$2K ﹤0.01%
68
570
$2K ﹤0.01%
96
571
$2K ﹤0.01%
50
572
$2K ﹤0.01%
69
573
$2K ﹤0.01%
53
574
$2K ﹤0.01%
100
575
$2K ﹤0.01%
64
21 22
23
24 25