EWM
Endurance Wealth Management Portfolio holdings
AUM
$731M
1-Year Return
18.41%
This Quarter Return
+4.6%
1 Year Return
+18.41%
3 Year Return
+59.01%
5 Year Return
+95.34%
10 Year Return
+225.59%
AUM
$578M
AUM Growth
+$18.8M
(+3.4%)
Cap. Flow
-$459K
Cap. Flow
% of AUM
-0.08%
Top 10 Holdings %
Top 10 Hldgs %
29.57%
Holding
539
New
35
Increased
87
Reduced
94
Closed
13
Top Buys
| 1 |
Occidental Petroleum
OXY
|
$1.46M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$1.3M |
| 3 |
NLSN
Nielsen Holdings plc
NLSN
|
$1.23M |
| 4 |
Manulife Financial
MFC
|
$910K |
| 5 |
CVS Health
CVS
|
$803K |
Top Sells
| 1 |
Sensata Technologies
ST
|
$2.85M |
| 2 |
H&R Block
HRB
|
$2.57M |
| 3 |
Vanguard Health Care ETF
VHT
|
$1.91M |
| 4 |
Independent Bank
INDB
|
$1.85M |
| 5 |
Santander
BSBR
|
$400K |
Sector Composition
| 1 | Healthcare | 15.3% |
| 2 | Technology | 14.02% |
| 3 | Energy | 13.03% |
| 4 | Financials | 12.38% |
| 5 | Consumer Staples | 7.45% |
