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
176
$180K 0.03%
1,617
-533
177
$174K 0.03%
1,350
178
$174K 0.03%
5,662
-405
179
$172K 0.03%
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180
$171K 0.03%
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181
$169K 0.03%
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182
$168K 0.03%
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183
$161K 0.03%
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184
$159K 0.03%
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185
$159K 0.03%
2,250
186
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2,800
187
$152K 0.03%
2,100
188
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189
$152K 0.03%
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190
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191
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1,196
192
$142K 0.03%
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193
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194
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195
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197
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198
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199
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200
$127K 0.02%
3,064
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