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
$605M
AUM Growth
-$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1 +$1.79M
2 +$1.08M
3 +$1.01M
4
MSFT icon
Microsoft
MSFT
+$875K
5
KMI icon
Kinder Morgan
KMI
+$791K

Top Sells

1 +$7.27M
2 +$4.77M
3 +$2.53M
4
DIS icon
Walt Disney
DIS
+$1.95M
5
DLR icon
Digital Realty Trust
DLR
+$1.55M

Sector Composition

1 Technology 23.37%
2 Healthcare 20.94%
3 Financials 10.73%
4 Industrials 8.15%
5 Consumer Staples 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$0 ﹤0.01%
1,500
652
-69,000