PWP
Pursue Wealth Partners Portfolio holdings
AUM
$176M
1-Year Return
18%
This Quarter Return
+4.98%
1 Year Return
+18%
3 Year Return
+99.87%
5 Year Return
–
10 Year Return
–
AUM
$183M
AUM Growth
+$13.5M
(+7.9%)
Cap. Flow
+$7.16M
Cap. Flow
% of AUM
3.9%
Top 10 Holdings %
Top 10 Hldgs %
42.3%
Holding
119
New
16
Increased
30
Reduced
24
Closed
8
Top Buys
| 1 |
Confluent
CFLT
|
$4M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$3.14M |
| 3 |
Advanced Micro Devices
AMD
|
$2.03M |
| 4 |
Vertiv
VRT
|
$1.62M |
| 5 |
Microsoft
MSFT
|
$1.14M |
Top Sells
| 1 |
Arm
ARM
|
$2.6M |
| 2 |
NVIDIA
NVDA
|
$2.48M |
| 3 |
Snowflake
SNOW
|
$1.35M |
| 4 |
FT Vest Fund of Buffer ETFs
BUFR
|
$811K |
| 5 |
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% |
