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
$506M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$51.2M
2
+$2.09M
3
+$2.05M
4
OLED icon
Universal Display
OLED
+$1.33M
5
HRB icon
H&R Block
HRB
+$824K

Top Sells

1
+$50.3M
2
+$3.04M
3
+$1.81M
4
BAC icon
Bank of America
BAC
+$1.74M
5
FCX icon
Freeport-McMoran
FCX
+$731K

Sector Composition

1 Energy 21.76%
2 Technology 16%
3 Financials 11.29%
4 Healthcare 10.65%
5 Industrials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.89M 0.57%
23,135
-4
52
$2.89M 0.57%
52,521
+200
53
$2.85M 0.56%
46,057
+2,001
54
$2.72M 0.54%
43,060
55
$2.57M 0.51%
14,325
-781
56
$2.28M 0.45%
22,600
57
$2.24M 0.44%
39,060
-1,800
58
$2.2M 0.44%
27,451
+3,825
59
$2.11M 0.42%
34,303
-8,112
60
$2.09M 0.41%
+12,420
61
$2.08M 0.41%
56,016
-1,538
62
$2.07M 0.41%
134,300
-9,500
63
$1.86M 0.37%
113,128
+18,325
64
$1.77M 0.35%
36,991
-52
65
$1.75M 0.35%
22,898
66
$1.71M 0.34%
23,835
67
$1.69M 0.33%
23,796
+285
68
$1.61M 0.32%
50,431
-95,341
69
$1.59M 0.31%
20,893
-600
70
$1.57M 0.31%
52,525
+11,820
71
$1.53M 0.3%
32,845
-4,400
72
$1.52M 0.3%
30,889
+5,025
73
$1.48M 0.29%
41,808
74
$1.4M 0.28%
5,000
75
$1.33M 0.26%
+38,853
1 2
3
4 5