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
$533M
AUM Growth
+$532M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$3.36M
3
+$2.56M
4
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$1.56M
5
AKAM icon
Akamai
AKAM
+$874K

Top Sells

1
+$1.12M
2
+$1.02M
3
+$923K
4
DE icon
Deere & Co
DE
+$605K
5
CAT icon
Caterpillar
CAT
+$584K

Sector Composition

1 Healthcare 15.82%
2 Technology 14.19%
3 Energy 13.61%
4 Financials 9.75%
5 Consumer Staples 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.1M 0.58%
25,049
52
$2.76M 0.52%
17,088
+1,844
53
$2.75M 0.52%
33,003
-317
54
$2.71M 0.51%
58,000
55
$2.67M 0.5%
41,933
-50
56
$2.56M 0.48%
94,374
-6,060
57
$2.45M 0.46%
681,077
+24,000
58
$2.44M 0.46%
17,775
-550
59
$2.41M 0.45%
45,181
+863
60
$2.35M 0.44%
70,370
+46,570
61
$2.27M 0.43%
37,978
+250
62
$2.24M 0.42%
22,923
63
$2.24M 0.42%
61,764
+5,025
64
$2.01M 0.38%
53,083
-476
65
$2.01M 0.38%
36,011
-325
66
$2M 0.38%
51,880
-11,300
67
$1.97M 0.37%
52,147
+855
68
$1.97M 0.37%
71,595
-2,500
69
$1.95M 0.37%
80,655
+18,905
70
$1.85M 0.35%
15,982
71
$1.79M 0.34%
23,560
-2,000
72
$1.72M 0.32%
49,305
+12,375
73
$1.67M 0.31%
79,535
-1,300
74
$1.65M 0.31%
53,575
-375
75
$1.64M 0.31%
15,232
-147
1 2
3
4 5