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
$448M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$49.7M
2
+$29.4M
3
+$12.3M
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$11M
5
BAC icon
Bank of America
BAC
+$10.6M

Top Sells

No sells this quarter

Sector Composition

1 Energy 23.13%
2 Technology 15.01%
3 Financials 11.44%
4 Healthcare 9.78%
5 Industrials 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.73M 0.61%
+23,119
52
$2.54M 0.57%
+101,438
53
$2.35M 0.52%
+43,060
54
$2.34M 0.52%
+52,271
55
$2.32M 0.52%
+28,181
56
$2.3M 0.51%
+44,256
57
$1.93M 0.43%
+124,500
58
$1.85M 0.41%
+27,425
59
$1.81M 0.4%
+40,860
60
$1.78M 0.4%
+40,099
61
$1.64M 0.37%
+57,396
62
$1.63M 0.37%
+94,395
63
$1.63M 0.36%
+36,728
64
$1.6M 0.36%
+37,245
65
$1.59M 0.36%
+59,481
66
$1.58M 0.35%
+79,175
67
$1.56M 0.35%
+32,000
68
$1.46M 0.33%
+29,014
69
$1.45M 0.32%
+22,898
70
$1.42M 0.32%
+23,511
71
$1.39M 0.31%
+23,835
72
$1.36M 0.31%
+20,743
73
$1.32M 0.3%
+35,335
74
$1.29M 0.29%
+42,205
75
$1.26M 0.28%
+14,600
1 2
3
4 5