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
76
$1.66M 0.3%
24,035
77
$1.64M 0.29%
53,575
78
$1.61M 0.29%
15,406
-2,517
79
$1.56M 0.28%
42,952
-32,901
80
$1.51M 0.27%
63,065
-450
81
$1.5M 0.27%
+36,630
82
$1.5M 0.27%
31,716
-1,873
83
$1.42M 0.25%
5,000
84
$1.38M 0.25%
11,798
+530
85
$1.36M 0.24%
42,372
+11,809
86
$1.33M 0.24%
5,543
-155
87
$1.27M 0.23%
54,125
-1,350
88
$1.27M 0.23%
7,784
+1,200
89
$1.2M 0.21%
13,080
90
$1.17M 0.21%
65,500
+11,500
91
$1.1M 0.2%
32,172
-50
92
$1.09M 0.19%
28,049
-7,549
93
$1.04M 0.19%
44,732
+375
94
$1.02M 0.18%
24,399
+7,625
95
$1.02M 0.18%
15,037
96
$995K 0.18%
14,832
-475
97
$983K 0.18%
28,197
-4,075
98
$980K 0.18%
24,000
+16,275
99
$966K 0.17%
9,195
-100
100
$942K 0.17%
25,971
-16,000
2 3
4
5 6