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
51
$666K 0.36%
5,666
52
$661K 0.36%
11,158
-6,010
53
$656K 0.36%
1,325
54
$626K 0.34%
1,600
55
$594K 0.32%
4,683
-2,590
56
$539K 0.29%
1,958
+806
57
$539K 0.29%
3,500
58
$534K 0.29%
+2,185
59
$532K 0.29%
3,000
60
$529K 0.29%
+4,597
61
$524K 0.29%
+3,298
62
$520K 0.28%
587
+53
63
$493K 0.27%
+843
64
$419K 0.23%
+3,949
65
$418K 0.23%
26,029
+13,123
66
$415K 0.23%
1,531
67
$386K 0.21%
3,352
68
$379K 0.21%
3,789
69
$369K 0.2%
6,777
+1,924
70
$364K 0.2%
+411
71
$361K 0.2%
10,560
72
$357K 0.2%
13,720
73
$356K 0.19%
4,248
74
$356K 0.19%
2,500
75
$353K 0.19%
13,622
1 2
3
4 5