PW

PUREfi Wealth Portfolio holdings

AUM $130M
1-Year Est. Return 18.22%
This Quarter Est. Return
1 Year Est. Return
+18.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$7.85M
3
+$3.64M
4
AAPL icon
Apple
AAPL
+$3.55M
5
AMZN icon
Amazon
AMZN
+$3.33M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.67%
2 Healthcare 12.51%
3 Consumer Discretionary 6.6%
4 Consumer Staples 6.54%
5 Financials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$729K 0.71%
+16,544
27
$707K 0.69%
+1,015
28
$683K 0.67%
+1,166
29
$673K 0.66%
+3,540
30
$662K 0.65%
+3,717
31
$648K 0.63%
+2,932
32
$629K 0.62%
+2,785
33
$624K 0.61%
+1,402
34
$623K 0.61%
+12,888
35
$614K 0.6%
+1,637
36
$604K 0.59%
+2,647
37
$603K 0.59%
+5,674
38
$595K 0.58%
+561
39
$594K 0.58%
+3,007
40
$579K 0.57%
+12,512
41
$574K 0.56%
+560
42
$557K 0.54%
+5,751
43
$547K 0.53%
+3,261
44
$545K 0.53%
+12,475
45
$544K 0.53%
+705
46
$537K 0.53%
+8,084
47
$537K 0.53%
+4,273
48
$526K 0.52%
+1,952
49
$525K 0.51%
+2,956
50
$514K 0.5%
+9,795
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