EWM

Endurance Wealth Management Portfolio holdings

AUM $731M
1-Year Est. Return 18.41%
This Quarter Est. Return
1 Year Est. Return
+18.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$902M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1 +$2.62M
2 +$2.35M
3 +$2.3M
4
NFE icon
New Fortress Energy
NFE
+$1.51M
5
WY icon
Weyerhaeuser
WY
+$1.35M

Top Sells

1 +$8.19M
2 +$5.46M
3 +$1.81M
4
MTD icon
Mettler-Toledo International
MTD
+$574K
5
CVM icon
CEL-SCI Corp
CVM
+$441K

Sector Composition

1 Technology 23.28%
2 Healthcare 17.41%
3 Financials 10.46%
4 Industrials 7.12%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$0 ﹤0.01%
16
652
$0 ﹤0.01%
1
653
$0 ﹤0.01%
1
654
$0 ﹤0.01%
100
655
$0 ﹤0.01%
3
656
0
657
$0 ﹤0.01%
2
658
-414,725
659
-800
660
-35
661
-66
662
-2,007