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
$448M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1 +$49.7M
2 +$29.4M
3 +$12.3M
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$11M
5
BAC icon
Bank of America
BAC
+$10.6M

Top Sells

No sells this quarter

Sector Composition

1 Energy 23.13%
2 Technology 15.01%
3 Financials 11.44%
4 Healthcare 9.78%
5 Industrials 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$227K 0.05%
+4,600
127
0
128
$125K 0.03%
+15,000
129
$112K 0.03%
+2,550
130
$103K 0.02%
+1,363
131
$84K 0.02%
+11,388
132
$50K 0.01%
+1,506
133
$3K ﹤0.01%
+10,000