PWP
Pursue Wealth Partners Portfolio holdings
AUM
$182M
1-Year Est. Return
28.61%
1 Year Est. Return
+28.61%
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
Mercado Libre
MELI
$106B
| – | – |
-103
|
|
||
127
Pinterest
PINS
$18.2B
| – | – |
-7,640
|
|
||
128
RH
RH
$2.95B
| – | – |
-1,404
|
|
||
129
Tidewater
TDW
$2.71B
| – | – |
-23,713
|
|