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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
$664M
AUM Growth
+$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$3.26M
3
+$763K
4
AMZN icon
Amazon
AMZN
+$520K
5
NXPI icon
NXP Semiconductors
NXPI
+$420K

Top Sells

1
+$2.9M
2
+$2.42M
3
+$1.11M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$539K
5
DIS icon
Walt Disney
DIS
+$493K

Sector Composition

1 Technology 22.93%
2 Healthcare 21.45%
3 Financials 11.22%
4 Industrials 8.37%
5 Energy 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1K ﹤0.01%
10
602
$1K ﹤0.01%
100
603
$1K ﹤0.01%
68
604
$1K ﹤0.01%
33
605
$1K ﹤0.01%
+27
606
$1K ﹤0.01%
+35
607
$1K ﹤0.01%
69
608
$1K ﹤0.01%
400
609
$1K ﹤0.01%
50
610
$1K ﹤0.01%
28
611
$1K ﹤0.01%
23
612
$1K ﹤0.01%
10
613
$1K ﹤0.01%
188
614
$1K ﹤0.01%
13
615
$1K ﹤0.01%
24
616
$1K ﹤0.01%
310
617
$1K ﹤0.01%
16
618
$1K ﹤0.01%
+22
619
$1K ﹤0.01%
50
620
$1K ﹤0.01%
4,842
-758
621
$1K ﹤0.01%
32
622
$1K ﹤0.01%
13
623
$1K ﹤0.01%
90
624
$1K ﹤0.01%
253
625
$1K ﹤0.01%
21
23 24
25
26 27