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
$183M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$3.14M
3
+$2.03M
4
VRT icon
Vertiv
VRT
+$1.62M
5
MSFT icon
Microsoft
MSFT
+$1.14M

Top Sells

1
+$2.6M
2
+$2.48M
3
+$1.35M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$811K
5
CLOU icon
Global X Cloud Computing ETF
CLOU
+$649K

Sector Composition

1 Technology 46.91%
2 Financials 6.81%
3 Consumer Discretionary 6.7%
4 Communication Services 5.63%
5 Consumer Staples 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 1.13%
50,671
-147
27
$2.05M 1.12%
64,494
28
$1.85M 1.01%
3,864
+343
29
$1.66M 0.91%
8,191
+1,394
30
$1.62M 0.88%
+18,660
31
$1.61M 0.88%
7,984
+500
32
$1.41M 0.77%
7,150
33
$1.39M 0.76%
17,650
34
$1.28M 0.7%
4,787
+412
35
$1.28M 0.7%
40,000
36
$1.26M 0.69%
13,577
+3,395
37
$1.2M 0.66%
5,326
38
$1.19M 0.65%
3,256
+218
39
$1.15M 0.63%
9,064
40
$1.1M 0.6%
7,273
-1,379
41
$1.09M 0.59%
5,975
+1,187
42
$972K 0.53%
3,780
+871
43
$969K 0.53%
17,168
-1,639
44
$966K 0.53%
13,400
45
$950K 0.52%
91,668
46
$871K 0.48%
4,773
+2,386
47
$822K 0.45%
20,000
48
$774K 0.42%
4,732
-15,897
49
$757K 0.41%
19,031
+1,475
50
$676K 0.37%
1,353
+210
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