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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
$130M
AUM Growth
+$4.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1 +$802K
2 +$738K
3 +$636K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$427K
5
NVDA icon
NVIDIA
NVDA
+$397K

Top Sells

1 +$8.79M
2 +$371K
3 +$316K
4
TW icon
Tradeweb Markets
TW
+$301K
5
IYW icon
iShares US Technology ETF
IYW
+$246K

Sector Composition

1 Technology 21.99%
2 Healthcare 12.19%
3 Financials 7.06%
4 Consumer Discretionary 5.25%
5 Consumer Staples 4.74%