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
101
$293K 0.29%
+1,563
102
$292K 0.29%
+5,613
103
$287K 0.28%
+1,402
104
$283K 0.28%
+1,289
105
$283K 0.28%
+3,195
106
$282K 0.28%
+1,175
107
$279K 0.27%
+2,336
108
$278K 0.27%
+3,245
109
$278K 0.27%
+2,377
110
$275K 0.27%
+3,909
111
$274K 0.27%
+4,403
112
$270K 0.26%
+7,500
113
$269K 0.26%
+3,907
114
$269K 0.26%
+1,587
115
$265K 0.26%
+3,500
116
$262K 0.26%
+1,910
117
$258K 0.25%
+1,304
118
$257K 0.25%
+2,273
119
$256K 0.25%
+9,143
120
$254K 0.25%
+2,953
121
$252K 0.25%
+3,691
122
$251K 0.25%
+8,013
123
$251K 0.25%
+4,966
124
$251K 0.25%
+735
125
$250K 0.24%
+7,941
3 4
5
6 7