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
$141M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$3.91M
2 +$1.93M
3 +$1.27M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.04M
5
EVA
Enviva Inc.
EVA
+$769K

Top Sells

1 +$4.57M
2 +$1.78M
3 +$1.69M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.38M
5
NEX
NexTier Oilfield Solutions Inc.
NEX
+$1.09M

Sector Composition

1 Technology 48.75%
2 Financials 8.68%
3 Consumer Discretionary 8.04%
4 Communication Services 3.93%
5 Healthcare 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-16,000
102
-121,900
103
-48,382
104
-5,388
105
-1,617