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
76
$337K 0.18%
+2,779
77
$325K 0.18%
+1,487
78
$318K 0.17%
5,984
-246
79
$312K 0.17%
5,530
80
$312K 0.17%
17,253
81
$309K 0.17%
1,800
82
$307K 0.17%
523
+42
83
$305K 0.17%
6,218
84
$300K 0.16%
8,993
85
$298K 0.16%
10,061
86
$289K 0.16%
2,300
87
$287K 0.16%
28,953
88
$286K 0.16%
8,000
89
$282K 0.15%
5,000
90
$275K 0.15%
591
91
$269K 0.15%
1,992
92
$268K 0.15%
24,761
93
$268K 0.15%
8,970
94
$263K 0.14%
2,000
95
$263K 0.14%
6,000
96
$261K 0.14%
2,156
97
$258K 0.14%
1,308
98
$253K 0.14%
2,516
99
$252K 0.14%
918
-1,183
100
$249K 0.14%
12,130
-5,000
1 2 3
4
5