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
126
$249K 0.24%
+10,570
127
$248K 0.24%
+4,233
128
$247K 0.24%
+3,210
129
$245K 0.24%
+3,659
130
$244K 0.24%
+3,185
131
$241K 0.24%
+598
132
$233K 0.23%
+479
133
$229K 0.22%
+376
134
$229K 0.22%
+857
135
$222K 0.22%
+435
136
$222K 0.22%
+2,084
137
$218K 0.21%
+859
138
$217K 0.21%
+4,606
139
$215K 0.21%
+2,080
140
$214K 0.21%
+1,090
141
$213K 0.21%
+911
142
$211K 0.21%
+4,784
143
$208K 0.2%
+1,004
144
$208K 0.2%
+5,464
145
$206K 0.2%
+511
146
$205K 0.2%
+1,330
147
$205K 0.2%
+956
148
$204K 0.2%
+1,067
149
$203K 0.2%
+3,729
150
$203K 0.2%
+390
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