PW
PUREfi Wealth Portfolio holdings
AUM
$153M
1-Year Est. Return
19.98%
This Fund
S&P 500
1 Year Est. Return
+19.98%
AUM
$153M
AUM Growth
+$22.1M
(+17%)
Holding
205
Top Buys
| 1 | +$2.47M | |
| 2 | +$1.87M | |
| 3 | +$1.6M | |
| 4 |
Microsoft
MSFT
|
+$1.29M |
| 5 |
Apple
AAPL
|
+$910K |
Top Sells
| 1 | +$794K | |
| 2 | +$578K | |
| 3 | +$541K | |
| 4 |
SAP
SAP
|
+$433K |
| 5 |
ABFL
Abacus FCF Leaders ETF
ABFL
|
+$420K |
Sector Composition
| 1 | Technology | 17.91% |
| 2 | Healthcare | 10.1% |
| 3 | Consumer Staples | 7.44% |
| 4 | Financials | 5.16% |
| 5 | Consumer Discretionary | 4.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
iShares 20+ Year Treasury Bond ETF
TLT
$43B
| – | – |
-2,955
|
|
||
202
Tyler Technologies
TYL
$12.8B
| – | – |
-520
|
|
||
203
Welltower
WELL
$146B
| – | – |
-1,235
|
|
||
204
State Street Financial Select Sector SPDR ETF
XLF
$50.5B
| – | – |
-7,022
|
|
||
205
Zurn Elkay Water Solutions
ZWS
$7.9B
| – | – |
-4,747
|
|