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
126
$446K 0.08%
16,500
-9,000
127
$431K 0.08%
4,189
128
$431K 0.08%
5,850
-250
129
$411K 0.07%
6,789
130
$402K 0.07%
22,370
131
$400K 0.07%
+46,980
132
$376K 0.07%
2,347
+2,075
133
$346K 0.06%
7,157
134
$337K 0.06%
16,170
+3,240
135
$334K 0.06%
4,304
136
$333K 0.06%
11,076
137
$322K 0.06%
3,696
138
$312K 0.06%
5,009
-250
139
$300K 0.05%
4,075
140
$294K 0.05%
1,703
141
$289K 0.05%
2,632
142
$286K 0.05%
2,490
+10
143
$286K 0.05%
11,200
144
$272K 0.05%
1,700
-3,000
145
$258K 0.05%
13,600
146
$255K 0.05%
3,349
-49
147
$254K 0.05%
50,200
+2,500
148
$247K 0.04%
50,000
+20,000
149
$241K 0.04%
2,852
150
$231K 0.04%
6,210
4 5
6
7 8