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
$595M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$3.71M
3
+$3.41M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$2.41M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.11M

Top Sells

1
+$2.07M
2
+$1.73M
3
+$1.65M
4
PFE icon
Pfizer
PFE
+$1.41M
5
DD
Du Pont De Nemours E I
DD
+$1.06M

Sector Composition

1 Energy 18.35%
2 Technology 13.88%
3 Healthcare 13.37%
4 Financials 10.89%
5 Industrials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$169K 0.03%
+1,250
177
$168K 0.03%
+2,610
178
$168K 0.03%
+1,350
179
$167K 0.03%
+3,000
180
$166K 0.03%
+3,900
181
$161K 0.03%
+3,372
182
$160K 0.03%
+247
183
$159K 0.03%
+5,000
184
$157K 0.03%
+3,182
185
$156K 0.03%
+6,000
186
$155K 0.03%
+1,630
187
$151K 0.03%
+1,840
188
$151K 0.03%
+1,718
189
$147K 0.02%
+1,651
190
$144K 0.02%
+2,510
191
$143K 0.02%
+1,315
192
$139K 0.02%
+5,600
193
$137K 0.02%
+5,000
194
$137K 0.02%
+2,450
195
$133K 0.02%
+1,375
196
$133K 0.02%
+1,800
197
$131K 0.02%
+2,885
198
$127K 0.02%
+2,003
199
$126K 0.02%
+2,847
200
$125K 0.02%
+2,900
6 7
8
9 10