PWP
Pursue Wealth Partners Portfolio holdings
AUM
$176M
This Quarter Return
+3.09%
1 Year Return
+18%
3 Year Return
+99.87%
5 Year Return
–
10 Year Return
–
AUM
$129M
AUM Growth
+$129M
(-6.9%)
Cap. Flow
-$10.7M
Cap. Flow
% of AUM
-8.24%
Top 10 Holdings %
Top 10 Hldgs %
35.67%
Holding
117
New
8
Increased
17
Reduced
33
Closed
19
Top Buys
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.92M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$1.83M |
| 3 |
DexCom
DXCM
|
$1.76M |
| 4 |
SiTime
SITM
|
$1.76M |
| 5 |
Uber
UBER
|
$1.57M |
Top Sells
| 1 |
Adobe
ADBE
|
$5.69M |
| 2 |
Peabody Energy
BTU
|
$2.86M |
| 3 |
Microsoft
MSFT
|
$2.6M |
| 4 |
Apple
AAPL
|
$2.24M |
| 5 |
Amazon
AMZN
|
$1.35M |
Sector Composition
| 1 | Technology | 29.73% |
| 2 | Financials | 16.94% |
| 3 | Consumer Discretionary | 6.14% |
| 4 | Communication Services | 5.14% |
| 5 | Healthcare | 2.44% |
