PW
PUREfi Wealth Portfolio holdings
AUM
$125M
This Quarter Return
+1.73%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
39.93%
Holding
152
New
152
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Capital Group Short Duration Municipal Income ETF
CGSM
|
$12.2M |
| 2 |
Stryker
SYK
|
$7.85M |
| 3 |
Microsoft
MSFT
|
$3.64M |
| 4 |
Apple
AAPL
|
$3.55M |
| 5 |
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% |
