PW
PUREfi Wealth Portfolio holdings
AUM
$131M
1-Year Est. Return
18.57%
1 Year Est. Return
+18.57%
AUM
$131M
AUM Growth
+$633K
(+0.49%)
Holding
186
Top Sells
| 1 | +$673K | |
| 2 | +$636K | |
| 3 | +$620K | |
| 4 |
Broadcom
AVGO
|
+$590K |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$476K |
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
Keurig Dr Pepper
KDP
$38B
| – | – |
-8,471
|
|
||
177
Mercado Libre
MELI
$103B
| – | – |
-106
|
|
||
178
MSCI
MSCI
$43.9B
| – | – |
-694
|
|
||
179
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.57B
| – | – |
-12,171
|
|
||
180
ServiceNow
NOW
$132B
| – | – |
-2,255
|
|
||
181
Paycom
PAYC
$8.1B
| – | – |
-2,168
|
|
||
182
Starbucks
SBUX
$107B
| – | – |
-3,532
|
|
||
183
Teledyne Technologies
TDY
$26.6B
| – | – |
-356
|
|
||
184
Workday
WDAY
$48.1B
| – | – |
-946
|
|
||
185
Willis Towers Watson
WTW
$30.8B
| – | – |
-642
|
|
||
186
Zoetis
ZTS
$54.3B
| – | – |
-2,590
|
|