EWM
Endurance Wealth Management Portfolio holdings
AUM
$731M
1-Year Return
18.41%
This Quarter Return
+4.23%
1 Year Return
+18.41%
3 Year Return
+59.01%
5 Year Return
+95.34%
10 Year Return
+225.59%
AUM
$712K
AUM Growth
-$524M
(-100%)
Cap. Flow
-$5.05M
Cap. Flow
% of AUM
-708.81%
Top 10 Holdings %
Top 10 Hldgs %
47.77%
Holding
549
New
14
Increased
43
Reduced
114
Closed
34
Top Buys
| 1 |
DNR
Denbury Resources, Inc.
DNR
|
$5.94K |
| 2 |
Mondelez International
MDLZ
|
$3.76K |
| 3 |
Advance Auto Parts
AAP
|
$1.63K |
| 4 |
Aramark
ARMK
|
$1.34K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$1.03K |
Top Sells
| 1 |
SNDK
SANDISK CORP
SNDK
|
$4.13M |
| 2 |
IRE
GOVERNOR-BK OF IRELND ADS NEW
IRE
|
$222K |
| 3 |
CB
CHUBB CORPORATION
CB
|
$216K |
| 4 |
Ralph Lauren
RL
|
$111K |
| 5 |
AFC
Allied Capital Corporation
AFC
|
$46K |
Sector Composition
| 1 | Energy | 37.51% |
| 2 | Healthcare | 10.96% |
| 3 | Technology | 9.57% |
| 4 | Financials | 7.38% |
| 5 | Consumer Staples | 5.93% |
