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
$899M
AUM Growth
-$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Sells

1 +$1.09M
2 +$890K
3 +$660K
4
EW icon
Edwards Lifesciences
EW
+$484K
5
BAC icon
Bank of America
BAC
+$398K

Sector Composition

1 Technology 22.16%
2 Healthcare 17.94%
3 Financials 10.63%
4 Industrials 7.47%
5 Consumer Discretionary 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
0
652
-30,000
653
$0 ﹤0.01%
1
654
$0 ﹤0.01%
2
655
$0 ﹤0.01%
3
656
-2,000
657
$0 ﹤0.01%
1
658
$0 ﹤0.01%
1