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

Top Buys

1
+$697K
2
+$685K
3
+$545K
4
AMZN icon
Amazon
AMZN
+$530K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$389K

Top Sells

1
+$2.15M
2
+$401K
3
+$255K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$253K
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%
50
577
$2K ﹤0.01%
206
578
$2K ﹤0.01%
30
579
$2K ﹤0.01%
13
580
$2K ﹤0.01%
129
581
$2K ﹤0.01%
530
582
$2K ﹤0.01%
188
583
$2K ﹤0.01%
68
584
$2K ﹤0.01%
100
585
$2K ﹤0.01%
22
586
$2K ﹤0.01%
219
587
$2K ﹤0.01%
218
588
$2K ﹤0.01%
233
589
$2K ﹤0.01%
57
590
$1K ﹤0.01%
21
591
$1K ﹤0.01%
112
592
$1K ﹤0.01%
800
593
$1K ﹤0.01%
100
594
$1K ﹤0.01%
253
595
$1K ﹤0.01%
33
596
$1K ﹤0.01%
27
597
$1K ﹤0.01%
400
598
$1K ﹤0.01%
32
599
$1K ﹤0.01%
11
600
$1K ﹤0.01%
28
22 23
24
25 26