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
$258M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$17.5M
3
+$11.7M
4
AAPL icon
Apple
AAPL
+$10.4M
5
XYZ
Block Inc
XYZ
+$7.84M

Top Sells

No sells this quarter

Sector Composition

1 Technology 38.72%
2 Consumer Discretionary 12.05%
3 Financials 10.87%
4 Energy 7.32%
5 Communication Services 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$239K 0.09%
+611
127
$237K 0.09%
+417
128
$236K 0.09%
+5,090
129
$220K 0.09%
+530
130
$209K 0.08%
+4,893
131
$207K 0.08%
+400
132
$207K 0.08%
+1,884
133
$206K 0.08%
+13,328
134
$206K 0.08%
+9,703
135
$122K 0.05%
+3,333
136
$86K 0.03%
+10,000
137
$41K 0.02%
+10,000
138
$35K 0.01%
+1,666
2 3 4 5
6