PW
PUREfi Wealth Portfolio holdings
AUM
$125M
This Quarter Return
+10.3%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$125M
AUM Growth
+$125M
(+25%)
Cap. Flow
+$18M
Cap. Flow
% of AUM
14.43%
Top 10 Holdings %
Top 10 Hldgs %
36.06%
Holding
166
New
29
Increased
84
Reduced
27
Closed
10
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$1.31M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$1.2M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$740K |
| 4 |
Eli Lilly
LLY
|
$705K |
| 5 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
$662K |
Top Sells
Sector Composition
| 1 | Technology | 19.81% |
| 2 | Healthcare | 12.56% |
| 3 | Financials | 7.16% |
| 4 | Consumer Discretionary | 4.84% |
| 5 | Consumer Staples | 4.16% |
