PW
PUREfi Wealth Portfolio holdings
AUM
$125M
This Quarter Return
-1.81%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$100M
AUM Growth
+$100M
(-2.2%)
Cap. Flow
+$698K
Cap. Flow
% of AUM
0.7%
Top 10 Holdings %
Top 10 Hldgs %
39.79%
Holding
181
New
29
Increased
62
Reduced
32
Closed
44
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$604K |
| 2 |
iShares S&P 100 ETF
OEF
|
$580K |
| 3 |
Broadcom
AVGO
|
$542K |
| 4 |
Williams Companies
WMB
|
$541K |
| 5 |
iShares Russell 2000 ETF
IWM
|
$515K |
Top Sells
| 1 |
United Parcel Service
UPS
|
$737K |
| 2 |
Morgan Stanley
MS
|
$537K |
| 3 |
ALPS Equal Sector Weight ETF
EQL
|
$492K |
| 4 |
3M
MMM
|
$430K |
| 5 |
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% |
