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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
$773M
AUM Growth
-$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$3.81M
3
+$1.53M
4
NFE icon
New Fortress Energy
NFE
+$1.48M
5
LAZ icon
Lazard
LAZ
+$1.09M

Top Sells

1
+$7.7M
2
+$7.6M
3
+$6.77M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.27M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$5.02M

Sector Composition

1 Technology 24.94%
2 Healthcare 20.69%
3 Financials 10.3%
4 Industrials 7.63%
5 Consumer Staples 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$0 ﹤0.01%
2
652
– –
-70,000
653
$0 ﹤0.01%
3
654
– –
-1,500
655
– –
-13,178
656
$0 ﹤0.01%
1
657
$0 ﹤0.01%
1
658
$0 ﹤0.01%
100
659
– –
-3,025
660
$0 ﹤0.01%
3
661
– –
-2,717
662
– –
-49
663
– –
-81
664
– –
-550
665
– –
-1,873
666
– –
-63
667
– –
-400
668
– –
-1,750
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