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
576
$2K ﹤0.01%
96
577
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22
578
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579
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219
580
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23
581
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10
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582
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583
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584
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585
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586
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587
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$1K ﹤0.01%
218
22 23
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25 26