PWP
Pursue Wealth Partners Portfolio holdings
AUM
$176M
1-Year Est. Return
18%
1 Year Est. Return
+18%
AUM
$164M
AUM Growth
-$10.4M
(-6%)
Holding
135
Top Buys
| 1 | +$5.02M | |
| 2 | +$2.31M | |
| 3 | +$1.49M | |
| 4 |
Broadcom
AVGO
|
+$1.21M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.15M |
Sector Composition
| 1 | Technology | 31.35% |
| 2 | Consumer Discretionary | 7.57% |
| 3 | Financials | 5.96% |
| 4 | Communication Services | 4.95% |
| 5 | Industrials | 3.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Eli Lilly
LLY
$757B
| – | – |
-579
|
|
||
127
LPL Financial
LPLA
$27.1B
| – | – |
-760
|
|
||
128
Marriott International
MAR
$71.2B
| – | – |
-1,058
|
|
||
129
Okta
OKTA
$15.5B
| – | – |
-21,235
|
|
||
130
Impinj
PI
$5.99B
| – | – |
-8,417
|
|
||
131
SEI Investments
SEIC
$9.89B
| – | – |
-3,008
|
|
||
132
Texas Roadhouse
TXRH
$11B
| – | – |
-1,663
|
|
||
133
United Parcel Service
UPS
$80.6B
| – | – |
-1,988
|
|
||
134
Yum China
YUMC
$15.8B
| – | – |
-6,165
|
|
||
135
Zscaler
ZS
$51B
| – | – |
-1,274
|
|