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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
$605M
AUM Growth
-$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.08M
3
+$1.01M
4
MSFT icon
Microsoft
MSFT
+$875K
5
KMI icon
Kinder Morgan
KMI
+$791K

Top Sells

1
+$7.27M
2
+$4.77M
3
+$2.53M
4
DIS icon
Walt Disney
DIS
+$1.95M
5
DLR icon
Digital Realty Trust
DLR
+$1.55M

Sector Composition

1 Technology 23.37%
2 Healthcare 20.94%
3 Financials 10.73%
4 Industrials 8.15%
5 Consumer Staples 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2K ﹤0.01%
16
552
$2K ﹤0.01%
+1,000
553
$2K ﹤0.01%
53
554
$2K ﹤0.01%
100
555
$2K ﹤0.01%
400
556
$2K ﹤0.01%
52
557
$2K ﹤0.01%
50
558
$2K ﹤0.01%
206
559
$2K ﹤0.01%
30
560
$2K ﹤0.01%
13
561
$2K ﹤0.01%
94
562
$2K ﹤0.01%
+700
563
$2K ﹤0.01%
129
564
$2K ﹤0.01%
530
565
$2K ﹤0.01%
300
566
$2K ﹤0.01%
100
567
$2K ﹤0.01%
10
568
$2K ﹤0.01%
27
+26
569
$2K ﹤0.01%
57
570
$2K ﹤0.01%
22
571
$2K ﹤0.01%
12
-12
572
$2K ﹤0.01%
322
573
$2K ﹤0.01%
42
574
$2K ﹤0.01%
38
575
$2K ﹤0.01%
72
21 22
23
24 25