PWP

Pursue Wealth Partners Portfolio holdings

AUM $206M
1-Year Est. Return 26.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
-$9.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.83M
3
+$1.76M
4
SITM icon
SiTime
SITM
+$1.76M
5
UBER icon
Uber
UBER
+$1.57M

Top Sells

1
+$5.69M
2
+$2.85M
3
+$2.6M
4
AAPL icon
Apple
AAPL
+$2.24M
5
AMZN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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