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
$899M
AUM Growth
-$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Sells

1 +$1.09M
2 +$890K
3 +$660K
4
EW icon
Edwards Lifesciences
EW
+$484K
5
BAC icon
Bank of America
BAC
+$398K

Sector Composition

1 Technology 22.16%
2 Healthcare 17.94%
3 Financials 10.63%
4 Industrials 7.47%
5 Consumer Discretionary 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
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8,817
-798
127
$737K 0.08%
5,030
-120
128
$736K 0.08%
7,256
+1
129
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2,124
130
$686K 0.08%
2,655
131
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6,803
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132
$636K 0.07%
3,180
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133
$614K 0.07%
23,782
134
$609K 0.07%
1,355
135
$606K 0.07%
13,300
136
$590K 0.07%
4,676
137
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26,933
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138
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140
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141
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142
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145
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146
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147
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13,236
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148
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15,525
149
$480K 0.05%
9,223
-2,623
150
$474K 0.05%
25,010
-970