PWP

Pursue Wealth Partners Portfolio holdings

AUM $176M
1-Year Est. Return 18%
This Quarter Est. Return
1 Year Est. Return
+18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
-$85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$2.46M
3
+$2.18M
4
NVDA icon
NVIDIA
NVDA
+$2.1M
5
NOW icon
ServiceNow
NOW
+$1.89M

Top Sells

1
+$8.66M
2
+$6.6M
3
+$3.08M
4
DIS icon
Walt Disney
DIS
+$2.45M
5
S icon
SentinelOne
S
+$2.38M

Sector Composition

1 Technology 36.02%
2 Financials 16.32%
3 Consumer Discretionary 7.07%
4 Communication Services 5.51%
5 Energy 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
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