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
$592M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.36M
3
+$1.2M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.03M
5
NEE icon
NextEra Energy
NEE
+$684K

Top Sells

1
+$1.24M
2
+$1.18M
3
+$1.13M
4
VZ icon
Verizon
VZ
+$1.08M
5
HRB icon
H&R Block
HRB
+$500K

Sector Composition

1 Healthcare 16.53%
2 Technology 14.45%
3 Financials 12.34%
4 Energy 11.41%
5 Consumer Staples 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.29M 0.56%
37,763
-305
52
$3.24M 0.55%
78,347
+24,990
53
$3.09M 0.52%
20,950
54
$3.04M 0.51%
40,689
55
$2.9M 0.49%
39,106
-51
56
$2.6M 0.44%
40,069
+333
57
$2.35M 0.4%
51,847
+556
58
$2.32M 0.39%
44,633
+6,900
59
$2.3M 0.39%
72,014
+500
60
$2.29M 0.39%
32,315
-200
61
$2.27M 0.38%
52,359
+12,690
62
$2.23M 0.38%
118,950
+2,150
63
$2.2M 0.37%
17,047
+146
64
$2.17M 0.37%
56,263
+2,175
65
$2.13M 0.36%
16,069
+468
66
$2.11M 0.36%
26,077
-2,000
67
$2.08M 0.35%
52,143
+507
68
$2.08M 0.35%
33,199
-19,769
69
$2.06M 0.35%
14,976
+1
70
$1.97M 0.33%
25,143
71
$1.91M 0.32%
20,349
72
$1.85M 0.31%
26,881
-540
73
$1.85M 0.31%
24,035
74
$1.84M 0.31%
51,060
+780
75
$1.77M 0.3%
67,320
1 2
3
4 5