PWP
Pursue Wealth Partners Portfolio holdings
AUM
$176M
1-Year Est. Return
18%
1 Year Est. Return
+18%
AUM
$176M
AUM Growth
+$11.7M
(+7.1%)
Holding
129
Top Buys
| 1 | +$2.52M | |
| 2 | +$1.58M | |
| 3 | +$1.55M | |
| 4 |
Alibaba
BABA
|
+$1.5M |
| 5 |
Chevron
CVX
|
+$782K |
Top Sells
| 1 | +$5.02M | |
| 2 | +$4.96M | |
| 3 | +$1.68M | |
| 4 |
iShares Biotechnology ETF
IBB
|
+$1.42M |
| 5 |
Rubrik
RBRK
|
+$1.37M |
Sector Composition
| 1 | Technology | 32.56% |
| 2 | Consumer Discretionary | 8.51% |
| 3 | Financials | 6.68% |
| 4 | Communication Services | 5.82% |
| 5 | Healthcare | 3.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Atlassian
TEAM
$42.3B
| – | – |
-2,461
|
|
||
127
Uber
UBER
$201B
| – | – |
-6,723
|
|
||
128
Vertiv
VRT
$74.1B
| – | – |
-12,202
|
|
||
129
Workday
WDAY
$62.2B
| – | – |
-21,255
|
|