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
$175M
AUM Growth
-$8.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$1.71M
3
+$1.67M
4
TDW icon
Tidewater
TDW
+$1.3M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$1.24M

Top Sells

1
+$6.37M
2
+$3.61M
3
+$3.56M
4
CFLT icon
Confluent
CFLT
+$2.85M
5
AMZN icon
Amazon
AMZN
+$2.6M

Sector Composition

1 Technology 36.17%
2 Consumer Discretionary 8.82%
3 Financials 5.03%
4 Communication Services 4.66%
5 Consumer Staples 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-15,752
127
– –
-93,768
128
– –
-45,574
129
– –
-5,133
2 3 4 5
6