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
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$3.14M
3
+$2.03M
4
VRT icon
Vertiv
VRT
+$1.62M
5
MSFT icon
Microsoft
MSFT
+$1.14M

Top Sells

1
+$2.6M
2
+$2.48M
3
+$1.35M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$811K
5
CLOU icon
Global X Cloud Computing ETF
CLOU
+$649K

Sector Composition

1 Technology 46.91%
2 Financials 6.81%
3 Consumer Discretionary 6.7%
4 Communication Services 5.63%
5 Consumer Staples 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$293K 0.16%
10,560
77
$291K 0.16%
4,248
78
$290K 0.16%
+369
79
$285K 0.16%
+1,152
80
$277K 0.15%
481
-21
81
$277K 0.15%
1,800
82
$277K 0.15%
591
83
$275K 0.15%
24,761
84
$273K 0.15%
2,300
85
$271K 0.15%
8,000
86
$268K 0.15%
5,000
87
$263K 0.14%
28,953
88
$261K 0.14%
6,218
89
$259K 0.14%
8,970
-28,030
90
$258K 0.14%
10,061
91
$258K 0.14%
8,993
92
$254K 0.14%
6,000
-5,000
93
$253K 0.14%
+2,516
94
$253K 0.14%
+2,777
95
$246K 0.13%
+605
96
$245K 0.13%
+4,853
97
$245K 0.13%
2,000
98
$243K 0.13%
17,253
99
$240K 0.13%
1,992
100
$235K 0.13%
+2,045
1 2 3
4
5