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
201
$124K 0.02%
920
202
$119K 0.02%
1,377
203
$119K 0.02%
1,800
204
$117K 0.02%
1,965
205
$113K 0.02%
2,382
206
$112K 0.02%
2,550
207
$112K 0.02%
1,156
208
$112K 0.02%
500
209
$110K 0.02%
1,325
210
$110K 0.02%
941
211
$109K 0.02%
7,463
212
$109K 0.02%
2,200
213
$109K 0.02%
2,604
214
$109K 0.02%
1,480
215
$107K 0.02%
4,500
+25
216
$106K 0.02%
1,235
217
$101K 0.02%
1,100
218
$101K 0.02%
2,094
219
$100K 0.02%
2,912
+150
220
$100K 0.02%
1,400
221
$100K 0.02%
1,800
222
$96K 0.02%
2,106
223
$95K 0.02%
710
224
$93K 0.02%
4,020
225
$91K 0.02%
2,853
+61
7 8
9
10 11