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
51
$509K 0.5%
+9,188
52
$504K 0.49%
+997
53
$504K 0.49%
+810
54
$484K 0.47%
+2,555
55
$482K 0.47%
+2,640
56
$473K 0.46%
+1,922
57
$465K 0.46%
+10,298
58
$447K 0.44%
+848
59
$445K 0.44%
+4,386
60
$438K 0.43%
+2,059
61
$432K 0.42%
+1,204
62
$430K 0.42%
+3,335
63
$429K 0.42%
+1,293
64
$425K 0.42%
+8,139
65
$424K 0.42%
+5,918
66
$401K 0.39%
+10,691
67
$399K 0.39%
+1,545
68
$398K 0.39%
+990
69
$392K 0.38%
+8,923
70
$391K 0.38%
+2,449
71
$389K 0.38%
+1,343
72
$383K 0.37%
+6,406
73
$379K 0.37%
+5,395
74
$367K 0.36%
+5,059
75
$366K 0.36%
+5,599
1 2
3
4 5