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
151
$231K 0.04%
1,652
152
$229K 0.04%
4,720
153
$227K 0.04%
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-225
154
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155
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156
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32,400
-1,600
157
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84,000
158
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159
$222K 0.04%
3,178
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160
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3,000
161
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1,646
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162
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5,000
163
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164
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165
$201K 0.04%
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166
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167
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168
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169
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170
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171
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172
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173
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10,914
-1,607
174
$182K 0.03%
3,620
175
$180K 0.03%
6,288
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