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
$170M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.59M
3
+$2.58M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.23M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$1.03M

Top Sells

1
+$4.21M
2
+$3.87M
3
+$2.76M
4
KVYO icon
Klaviyo
KVYO
+$1.75M
5
CRWD icon
CrowdStrike
CRWD
+$1.55M

Sector Composition

1 Technology 47.56%
2 Financials 7.73%
3 Consumer Discretionary 7.12%
4 Communication Services 4.99%
5 Healthcare 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$92.2K 0.05%
+19,083
102
$48.5K 0.03%
5,020
103
$22.3K 0.01%
50,574
-40,503
104
– –
-34,695
105
– –
-12,175
106
– –
-63,117
107
– –
-1,744
108
– –
-10,927
109
– –
-7,486
110
– –
-22,618
1 2 3 4
5