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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
601
$1K ﹤0.01%
13
602
$1K ﹤0.01%
90
603
$1K ﹤0.01%
100
604
$1K ﹤0.01%
16
605
$1K ﹤0.01%
10
606
$1K ﹤0.01%
+70
607
$1K ﹤0.01%
50
608
$1K ﹤0.01%
13
609
$1K ﹤0.01%
24
610
$1K ﹤0.01%
18
-10
611
$1K ﹤0.01%
23
612
$1K ﹤0.01%
10
613
$1K ﹤0.01%
140
614
$1K ﹤0.01%
10
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– –
-1
616
$0 ﹤0.01%
1
617
– –
-750
618
– –
0
619
– –
-1,320
620
– –
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621
– –
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622
$0 ﹤0.01%
10
623
– –
-450
624
– –
-347
625
$0 ﹤0.01%
55
-100
23 24
25
26 27