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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
$930M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$846K
3
+$615K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$371K
5
HBAN icon
Huntington Bancshares
HBAN
+$359K

Top Sells

1
+$6.95M
2
+$4.44M
3
+$3.74M
4
AVGO icon
Broadcom
AVGO
+$2.81M
5
MTD icon
Mettler-Toledo International
MTD
+$2.72M

Sector Composition

1 Technology 23.41%
2 Healthcare 19.42%
3 Financials 9.93%
4 Industrials 7.33%
5 Consumer Discretionary 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
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627
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-250
628
– –
-2,000
629
– –
-100
630
– –
-1,050
631
$0 ﹤0.01%
+3
632
– –
-1,100
633
– –
-250
634
– –
-135
635
$0 ﹤0.01%
28
636
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-700
637
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-2,670
638
$0 ﹤0.01%
116
639
$0 ﹤0.01%
1
640
$0 ﹤0.01%
+6
641
$0 ﹤0.01%
+2
642
$0 ﹤0.01%
2
643
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-24
644
– –
-700
645
$0 ﹤0.01%
1
646
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-500
647
$0 ﹤0.01%
1
648
– –
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649
$0 ﹤0.01%
3
650
– –
0
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