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
$100M
AUM Growth
-$2.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$604K
2
+$580K
3
+$542K
4
WMB icon
Williams Companies
WMB
+$541K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$515K

Top Sells

1
+$737K
2
+$537K
3
+$492K
4
MMM icon
3M
MMM
+$430K
5
CMCSA icon
Comcast
CMCSA
+$401K

Sector Composition

1 Technology 18%
2 Healthcare 14.55%
3 Financials 7.49%
4 Consumer Staples 4.72%
5 Consumer Discretionary 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$541K 0.54%
+9,056
52
$540K 0.54%
3,250
+243
53
$533K 0.53%
1,637
54
$513K 0.51%
+5,188
55
$509K 0.51%
2,705
+859
56
$503K 0.5%
3,352
+992
57
$492K 0.49%
1,914
-38
58
$483K 0.48%
881
+33
59
$478K 0.48%
2,258
-527
60
$473K 0.47%
4,956
-718
61
$460K 0.46%
2,557
+994
62
$446K 0.45%
821
+11
63
$445K 0.44%
4,790
+404
64
$444K 0.44%
+2,835
65
$433K 0.43%
894
+383
66
$433K 0.43%
458
-102
67
$432K 0.43%
+1,633
68
$424K 0.42%
4,729
+1,590
69
$424K 0.42%
+6,673
70
$418K 0.42%
4,183
-1,568
71
$410K 0.41%
1,877
+475
72
$404K 0.4%
4,324
+1,079
73
$397K 0.4%
1,698
+153
74
$391K 0.39%
5,610
+551
75
$383K 0.38%
5,599
1 2
3
4 5