PWP
Pursue Wealth Partners Portfolio holdings
AUM
$176M
This Quarter Return
+3.37%
1 Year Return
+18%
3 Year Return
+99.87%
5 Year Return
–
10 Year Return
–
AUM
$258M
AUM Growth
–
Cap. Flow
+$258M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
38.66%
Holding
138
New
138
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
$17.8M |
| 2 |
Diamondback Energy
FANG
|
$17.5M |
| 3 |
Adobe
ADBE
|
$11.7M |
| 4 |
Apple
AAPL
|
$10.4M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$7.84M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 38.72% |
| 2 | Consumer Discretionary | 12.05% |
| 3 | Financials | 10.87% |
| 4 | Energy | 7.32% |
| 5 | Communication Services | 6.8% |
