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
$559M
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.65M
3
+$1.5M
4
EW icon
Edwards Lifesciences
EW
+$1.44M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.02M

Top Sells

1
+$5.44M
2
+$2.79M
3
+$1.56M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$1.19M
5
VHT icon
Vanguard Health Care ETF
VHT
+$811K

Sector Composition

1 Healthcare 14.74%
2 Technology 13.9%
3 Energy 13.59%
4 Financials 13.06%
5 Consumer Staples 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.23M 0.58%
70,689
+75
52
$3.21M 0.57%
38,117
-827
53
$3.14M 0.56%
40,939
-200
54
$2.95M 0.53%
39,206
+23,454
55
$2.92M 0.52%
38,933
-625
56
$2.7M 0.48%
733,352
+35,075
57
$2.61M 0.47%
39,921
-3,948
58
$2.57M 0.46%
65,905
+9,325
59
$2.45M 0.44%
70,749
+1,189
60
$2.39M 0.43%
33,415
-224
61
$2.17M 0.39%
67,145
-1,400
62
$2.13M 0.38%
82,594
-866
63
$2.13M 0.38%
25,743
-7,260
64
$1.91M 0.34%
16,776
-449
65
$1.91M 0.34%
35,711
66
$1.9M 0.34%
50,680
-200
67
$1.89M 0.34%
28,027
+4,000
68
$1.81M 0.32%
17,450
+2,800
69
$1.8M 0.32%
51,482
-825
70
$1.78M 0.32%
52,578
-3,855
71
$1.76M 0.31%
28,290
72
$1.74M 0.31%
22,349
+2,000
73
$1.74M 0.31%
22,960
74
$1.73M 0.31%
33,733
+1,300
75
$1.72M 0.31%
14,481
-801
1 2
3
4 5