PWP
Pursue Wealth Partners Portfolio holdings
AUM
$176M
This Quarter Return
+2.63%
1 Year Return
+18%
3 Year Return
+99.87%
5 Year Return
–
10 Year Return
–
AUM
$183M
AUM Growth
+$183M
(-0.2%)
Cap. Flow
-$818K
Cap. Flow
% of AUM
-0.45%
Top 10 Holdings %
Top 10 Hldgs %
43.44%
Holding
124
New
13
Increased
25
Reduced
26
Closed
12
Top Buys
| 1 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$3.36M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$3.22M |
| 3 |
Arm
ARM
|
$2.98M |
| 4 |
Amazon
AMZN
|
$2.8M |
| 5 |
Microsoft
MSFT
|
$2.58M |
Top Sells
| 1 |
Snowflake
SNOW
|
$5.76M |
| 2 |
Uber
UBER
|
$4.16M |
| 3 |
Pure Storage
PSTG
|
$4.04M |
| 4 |
Palantir
PLTR
|
$2.39M |
| 5 |
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% |
