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EWM

Endurance Wealth Management Portfolio holdings

AUM $731M
1-Year Est. Return 18.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$610M
AUM Growth
+$89.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.86M
3
+$1.76M
4
EOG icon
EOG Resources
EOG
+$1.6M
5
BFAM icon
Bright Horizons
BFAM
+$1.26M

Top Sells

1
+$6.19M
2
+$2.22M
3
+$1.95M
4
AGN
Allergan plc
AGN
+$1.06M
5
PFE icon
Pfizer
PFE
+$917K

Sector Composition

1 Technology 23.08%
2 Healthcare 18.17%
3 Financials 9.81%
4 Consumer Discretionary 6.42%
5 Industrials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.29M 0.54%
100,480
52
$3.26M 0.53%
53,526
-1,231
53
$3.22M 0.53%
102,040
-1,150
54
$3.15M 0.52%
38,777
+791
55
$2.95M 0.48%
9,532
+154
56
$2.95M 0.48%
2,645
-20
57
$2.86M 0.47%
56,424
+32,950
58
$2.79M 0.46%
23,361
+65
59
$2.74M 0.45%
30,835
-5,155
60
$2.73M 0.45%
13,818
+780
61
$2.6M 0.43%
51,518
-425
62
$2.58M 0.42%
18,263
-135
63
$2.46M 0.4%
14,554
64
$2.42M 0.4%
32,817
+30,558
65
$2.41M 0.39%
32,845
-100
66
$2.36M 0.39%
52,820
-1,300
67
$2.34M 0.38%
20,989
+10,551
68
$2.29M 0.38%
123,115
+112,515
69
$2.25M 0.37%
25,399
-28
70
$2.25M 0.37%
56,146
-1,089
71
$2.02M 0.33%
19,085
-1,049
72
$2.01M 0.33%
14,580
+4,600
73
$2M 0.33%
46,945
+2,062
74
$1.84M 0.3%
+87,525
75
$1.72M 0.28%
26,397
+326
1 2
3
4 5