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
$850M
AUM Growth
+$58.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.53M
3
+$1.27M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.14M
5
AKTS
Akoustis Technologies Inc
AKTS
+$1.14M

Top Sells

1
+$3.33M
2
+$1.24M
3
+$901K
4
GILD icon
Gilead Sciences
GILD
+$500K
5
BYSI icon
BeyondSpring
BYSI
+$498K

Sector Composition

1 Technology 22.77%
2 Healthcare 16.42%
3 Financials 10.98%
4 Industrials 7.64%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.75M 0.32%
16,050
+85
77
$2.62M 0.31%
16,900
+1,240
78
$2.61M 0.31%
+60,104
79
$2.52M 0.3%
31,953
+85
80
$2.5M 0.29%
83,877
-9,148
81
$2.31M 0.27%
22,340
+1,040
82
$2.28M 0.27%
127,600
+28,160
83
$2.01M 0.24%
10,135
-65
84
$1.99M 0.23%
37,461
+83
85
$1.93M 0.23%
25,623
-300
86
$1.87M 0.22%
7,313
-117
87
$1.86M 0.22%
66,210
+54,360
88
$1.86M 0.22%
34,632
+4,080
89
$1.68M 0.2%
12,168
-450
90
$1.66M 0.2%
31,915
+3,390
91
$1.56M 0.18%
31,627
-409
92
$1.54M 0.18%
11,021
+6,695
93
$1.49M 0.17%
23,217
-1,100
94
$1.46M 0.17%
42,888
+2,161
95
$1.44M 0.17%
18,000
96
$1.42M 0.17%
10,666
-75
97
$1.37M 0.16%
9,725
-530
98
$1.37M 0.16%
6,310
99
$1.34M 0.16%
17,315
-91
100
$1.34M 0.16%
12,700
2 3
4
5 6