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
$139M
AUM Growth
-$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$1.53M
2 +$1.32M
3 +$1.26M
4
BRZE icon
Braze
BRZE
+$608K
5
PDYN icon
Palladyne AI
PDYN
+$599K

Top Sells

1 +$3.16M
2 +$2.46M
3 +$2.35M
4
DOCS icon
Doximity
DOCS
+$1.44M
5
BAC icon
Bank of America
BAC
+$1.03M

Sector Composition

1 Technology 35.32%
2 Financials 15.89%
3 Consumer Discretionary 6.78%
4 Communication Services 5.69%
5 Energy 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-7,800
127
-10,508