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
-$373K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$3.22M
3
+$2.98M
4
AMZN icon
Amazon
AMZN
+$2.8M
5
MSFT icon
Microsoft
MSFT
+$2.58M

Top Sells

1
+$5.76M
2
+$4.16M
3
+$4.04M
4
PLTR icon
Palantir
PLTR
+$2.39M
5
MDB icon
MongoDB
MDB
+$2.23M

Sector Composition

1 Technology 37.97%
2 Consumer Discretionary 8.18%
3 Financials 6.6%
4 Communication Services 4.46%
5 Consumer Staples 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.31M 1.26%
50,671
27
$2.24M 1.23%
64,494
28
$1.94M 1.06%
33,700
-9,500
29
$1.79M 0.98%
1,999
+1,630
30
$1.74M 0.95%
20,816
+3,166
31
$1.68M 0.92%
7,984
32
$1.65M 0.9%
47,221
+7,221
33
$1.57M 0.86%
15,752
-2,908
34
$1.46M 0.8%
14,804
+1,227
35
$1.44M 0.79%
10,146
+1,082
36
$1.43M 0.78%
2,719
+1,366
37
$1.41M 0.77%
3,065
+2,460
38
$1.37M 0.75%
7,150
39
$1.34M 0.73%
3,575
+319
40
$1.34M 0.73%
8,055
+2,080
41
$1.31M 0.72%
4,798
+1,018
42
$1.21M 0.66%
4,285
-502
43
$1.2M 0.66%
5,326
44
$1.17M 0.64%
25,753
+5,753
45
$1.03M 0.56%
13,400
46
$759K 0.42%
2,800
47
$755K 0.41%
19,031
48
$735K 0.4%
16,097
49
$701K 0.38%
91,668
50
$670K 0.37%
+5,133
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2
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