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
$558M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$5.55M
3
+$2.21M
4
FTV icon
Fortive
FTV
+$1.78M
5
USB icon
US Bancorp
USB
+$1.34M

Top Sells

1
+$2.56M
2
+$2.53M
3
+$1.66M
4
DHR icon
Danaher
DHR
+$1.51M
5
ETN icon
Eaton
ETN
+$1.45M

Sector Composition

1 Healthcare 16.29%
2 Technology 14.77%
3 Energy 13.9%
4 Financials 10.53%
5 Consumer Staples 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$175K 0.03%
10,010
+10,000
177
$175K 0.03%
623
178
$173K 0.03%
1,800
179
$173K 0.03%
+30,000
180
$172K 0.03%
1,995
181
$169K 0.03%
1,350
182
$167K 0.03%
2,680
+480
183
$161K 0.03%
3,042
184
$161K 0.03%
3,620
185
$157K 0.03%
2,003
186
$156K 0.03%
1,067
+667
187
$156K 0.03%
1,138
+145
188
$154K 0.03%
6,000
189
$150K 0.03%
2,100
190
$147K 0.03%
2,382
191
$146K 0.03%
920
192
$145K 0.03%
2,754
193
$141K 0.03%
84,000
194
$138K 0.02%
1,196
+121
195
$137K 0.02%
2,200
196
$136K 0.02%
5,884
-1,400
197
$136K 0.02%
4,000
198
$136K 0.02%
1,015
199
$135K 0.02%
2,800
200
$134K 0.02%
1,837
-50
6 7
8
9 10