PWP
Pursue Wealth Partners Portfolio holdings
AUM
$176M
This Quarter Return
+4.88%
1 Year Return
+18%
3 Year Return
+99.87%
5 Year Return
–
10 Year Return
–
AUM
$175M
AUM Growth
+$175M
(-4.5%)
Cap. Flow
-$11.9M
Cap. Flow
% of AUM
-6.82%
Top 10 Holdings %
Top 10 Hldgs %
39.51%
Holding
129
New
17
Increased
24
Reduced
24
Closed
16
Top Buys
| 1 |
Workday
WDAY
|
$5.22M |
| 2 |
Palo Alto Networks
PANW
|
$3.09M |
| 3 |
Advance Auto Parts
AAP
|
$1.71M |
| 4 |
Okta
OKTA
|
$1.67M |
| 5 |
Tidewater
TDW
|
$1.3M |
Top Sells
| 1 |
Microsoft
MSFT
|
$6.37M |
| 2 |
Apple
AAPL
|
$3.61M |
| 3 |
Goldman Sachs BDC
GSBD
|
$3.56M |
| 4 |
Confluent
CFLT
|
$2.85M |
| 5 |
Amazon
AMZN
|
$2.6M |
Sector Composition
| 1 | Technology | 36.17% |
| 2 | Consumer Discretionary | 8.82% |
| 3 | Financials | 5.03% |
| 4 | Communication Services | 4.66% |
| 5 | Consumer Staples | 2.71% |
