Portfolio (Quarterly)
Guide ↗
Performance Wealth Partners, LLC
· CIK 0001908765| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | CYBERARK SOFTWARE LTD | — | 1,816 | $810K | 0.02% | SOLD |
| 2 | VCLT | VANGUARD SCOTTSDALE FDS | — | 4,291 | $325K | 0.01% | SOLD |
| 3 | INTU | INTUIT | Technology | 448 | $297K | 0.01% | SOLD |
| 4 | WDAY | WORKDAY INC | Technology | 1,000 | $215K | 0.01% | SOLD |
| 5 | SSRM | SSR MINING IN | Basic Materials | 9,410 | $206K | 0.01% | SOLD |
Sector Allocation
Technology
59.5%
Communication Services
11.6%
Financial Services
9.3%
Consumer Cyclical
9.0%
Utilities
4.2%
Consumer Defensive
3.6%
Healthcare
0.9%
Industrials
0.9%
Energy
0.7%
Basic Materials
0.2%