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
$155M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$1.75M
2 +$1.74M
3 +$1.04M
4
META icon
Meta Platforms (Facebook)
META
+$793K
5
VEEV icon
Veeva Systems
VEEV
+$528K

Top Sells

1 +$2.82M
2 +$2.6M
3 +$2.34M
4
DIS icon
Walt Disney
DIS
+$1.27M
5
GTLB icon
GitLab
GTLB
+$1.08M

Sector Composition

1 Technology 50.1%
2 Financials 7.98%
3 Consumer Discretionary 7.97%
4 Communication Services 3.53%
5 Healthcare 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,000
102
-3,850
103
-123,578