PWP
Pursue Wealth Partners Portfolio holdings
AUM
$176M
This Quarter Return
+14.8%
1 Year Return
+18%
3 Year Return
+99.87%
5 Year Return
–
10 Year Return
–
AUM
$159M
AUM Growth
+$159M
(+8.8%)
Cap. Flow
-$2.46M
Cap. Flow
% of AUM
-1.54%
Top 10 Holdings %
Top 10 Hldgs %
38.99%
Holding
110
New
13
Increased
21
Reduced
36
Closed
11
Top Buys
| 1 |
Palo Alto Networks
PANW
|
$3.15M |
| 2 |
Snowflake
SNOW
|
$1.72M |
| 3 |
Zscaler
ZS
|
$1.39M |
| 4 |
GitLab
GTLB
|
$1.21M |
| 5 |
Tesla
TSLA
|
$1.2M |
Top Sells
| 1 |
ServiceNow
NOW
|
$2.61M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$2.5M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.8M |
| 4 |
Synovus
SNV
|
$1.5M |
| 5 |
Uber
UBER
|
$1.47M |
Sector Composition
| 1 | Technology | 45.85% |
| 2 | Financials | 9.49% |
| 3 | Consumer Discretionary | 8.49% |
| 4 | Communication Services | 3.53% |
| 5 | Healthcare | 1.48% |
