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
576
$2K ﹤0.01%
500
577
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206
578
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30
579
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13
580
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129
581
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530
582
$2K ﹤0.01%
188
583
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68
584
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100
585
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22
586
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587
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218
588
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57
590
$1K ﹤0.01%
18
-10
591
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592
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800
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597
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27
598
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400
599
$1K ﹤0.01%
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600
$1K ﹤0.01%
11
22 23
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25 26