PW

PUREfi Wealth Portfolio holdings

AUM $131M
1-Year Est. Return 18.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.57%
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 +$12.3M
2 +$8.07M
3 +$3.68M
4
AAPL icon
Apple
AAPL
+$3.34M
5
AMZN icon
Amazon
AMZN
+$3.1M

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
151
$122K 0.12%
+20,000
152
$32K 0.03%
+10,000