PW
PUREfi Wealth Portfolio holdings
AUM
$131M
1-Year Est. Return
18.57%
This Fund
S&P 500
1 Year Est. Return
+18.57%
AUM
$131M
AUM Growth
+$633K
(+0.49%)
Holding
186
Top Buys
| 1 | +$2.3M | |
| 2 | +$579K | |
| 3 | +$572K | |
| 4 |
Linde
LIN
|
+$530K |
| 5 |
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
|
+$508K |
Top Sells
| 1 | +$673K | |
| 2 | +$636K | |
| 3 | +$620K | |
| 4 |
Broadcom
AVGO
|
+$609K |
| 5 |
Oracle
ORCL
|
+$509K |
Sector Composition
| 1 | Technology | 19.61% |
| 2 | Healthcare | 11.36% |
| 3 | Consumer Staples | 6.48% |
| 4 | Financials | 6.22% |
| 5 | Consumer Discretionary | 5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Air Products & Chemicals
APD
$61.5B
| – | – |
-1,002
|
|
||
177
CoStar Group
CSGP
$20.5B
| – | – |
-3,647
|
|
||
178
Ecolab
ECL
$80.9B
| – | – |
-928
|
|
||
179
iShares MSCI EAFE Growth ETF
EFG
$9.47B
| – | – |
-3,649
|
|
||
180
iShares MSCI Emerging Markets ex China ETF
EMXC
$16.3B
| – | – |
-3,080
|
|
||
181
Icon
ICLR
$8.45B
| – | – |
-1,156
|
|
||
182
Idexx Laboratories
IDXX
$49.3B
| – | – |
-374
|
|
||
183
Keurig Dr Pepper
KDP
$38.1B
| – | – |
-8,471
|
|
||
184
Workday
WDAY
$38.7B
| – | – |
-946
|
|
||
185
Willis Towers Watson
WTW
$28.4B
| – | – |
-642
|
|
||
186
Zoetis
ZTS
$51.6B
| – | – |
-2,590
|
|