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PWS
Pursuit Wealth Strategies Portfolio holdings
AUM
$72M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$72M
AUM Growth
+$683K
(+0.96%)
Holding
112
Top Buys
| 1 | +$505K | |
| 2 | +$425K | |
| 3 | +$259K | |
| 4 |
Coca-Cola
KO
|
+$252K |
| 5 |
Charter Communications
CHTR
|
+$227K |
Top Sells
| 1 | +$477K | |
| 2 | +$224K | |
| 3 | +$204K | |
| 4 |
Leidos
LDOS
|
+$196K |
| 5 |
Nuveen AMT-Free Quality Municipal Income Fund
NEA
|
+$119K |
Sector Composition
| 1 | Technology | 15.76% |
| 2 | Industrials | 5.29% |
| 3 | Utilities | 5.22% |
| 4 | Energy | 3.71% |
| 5 | Financials | 3.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.7B
| $17.6K | 0.02% |
200
|
|
||
102
Vanguard Small-Cap ETF
VB
$78.6B
| $16.5K | 0.02% |
63
+17
|
|
||
103
State Street Communication Services Select Sector SPDR ETF
XLC
$24.1B
| $12.2K | 0.02% |
110
|
|
||
104
Invesco S&P SmallCap Health Care ETF
PSCH
$139M
| $8.15K | 0.01% |
198
|
|
||
105
iShares MSCI USA Quality Factor ETF
QUAL
$46B
| $7.67K | 0.01% |
40
|
|
||
106
Invesco S&P SmallCap Consumer Discretionary ETF
PSCD
$22.7M
| $7.29K | 0.01% |
71
|
|
||
107
Invesco S&P SmallCap Information Technology ETF
PSCT
$531M
| $7.06K | 0.01% |
117
|
|
||
108
Invesco S&P SmallCap Industrials ETF
PSCI
$177M
| $6.65K | 0.01% |
43
|
|
||
109
iShares MSCI EAFE ETF
EFA
$76.9B
| $2.91K | ﹤0.01% |
+30
|
|
||
110
Capital Group Growth ETF
CGGR
$23.2B
| – | – |
-4,579
|
|
||
111
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.61B
| – | – |
-243
|
|
||
112
Mastercard
MA
$432B
| – | – |
-392
|
|