PWM

Purus Wealth Management Portfolio holdings

AUM $321M
1-Year Est. Return 29.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$321M
AUM Growth
+$7.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$469K
2
+$314K
3
+$307K
4
GFLW
VictoryShares Free Cash Flow Growth ETF
GFLW
+$251K
5
SLV icon
iShares Silver Trust
SLV
+$247K

Top Sells

1
+$859K
2
+$742K
3
+$340K
4
ARM icon
Arm
ARM
+$324K
5
QDEC icon
FT Vest Growth-100 Buffer ETF December
QDEC
+$298K

Sector Composition

1 Technology 34.57%
2 Industrials 7.51%
3 Financials 6.19%
4 Healthcare 5.99%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
26
Tesla
TSLA
$1.52T
$2.86M 0.89%
6,369
AMGN icon
27
Amgen
AMGN
$204B
$2.79M 0.87%
8,518
+26
RTX icon
28
RTX Corp
RTX
$280B
$2.7M 0.84%
14,722
+53
JEPI icon
29
JPMorgan Equity Premium Income ETF
JEPI
$44.3B
$2.53M 0.79%
44,168
-1,352
ARKK icon
30
ARK Innovation ETF
ARKK
$6.48B
$2.4M 0.75%
31,161
+172
QDEC icon
31
FT Vest Growth-100 Buffer ETF December
QDEC
$608M
$2.39M 0.75%
73,493
-9,394
JIRE icon
32
JPMorgan International Research Enhanced Equity ETF
JIRE
$10.1B
$2.35M 0.73%
31,389
+1,247
GEV icon
33
GE Vernova
GEV
$227B
$2.34M 0.73%
3,579
-71
IEF icon
34
iShares 7-10 Year Treasury Bond ETF
IEF
$48B
$2.22M 0.69%
23,062
+3,169
FTSM icon
35
First Trust Enhanced Short Maturity ETF
FTSM
$6.37B
$2.19M 0.68%
36,564
-1,157
NFTY icon
36
First Trust India Nifty 50 Equal Weight ETF
NFTY
$157M
$2.19M 0.68%
37,476
+32
TER icon
37
Teradyne
TER
$47.8B
$2.17M 0.68%
11,215
+157
XLE icon
38
State Street Energy Select Sector SPDR ETF
XLE
$38.2B
$2.12M 0.66%
47,403
-963
ADBE icon
39
Adobe
ADBE
$112B
$2.08M 0.65%
5,945
-116
CIBR icon
40
First Trust NASDAQ Cybersecurity ETF
CIBR
$9.76B
$2.07M 0.65%
28,966
-164
SDVY icon
41
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$10.6B
$2M 0.62%
52,230
-261
XLV icon
42
State Street Health Care Select Sector SPDR ETF
XLV
$41.9B
$1.96M 0.61%
12,686
-500
ARKW icon
43
ARK Web x.0 ETF
ARKW
$1.68B
$1.87M 0.58%
12,637
-473
DIA icon
44
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$43.9B
$1.77M 0.55%
3,676
+10
BUFR icon
45
FT Vest Fund of Buffer ETFs
BUFR
$8.64B
$1.76M 0.55%
51,287
-1,503
CAT icon
46
Caterpillar
CAT
$341B
$1.73M 0.54%
3,018
+16
FXR icon
47
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$766M
$1.66M 0.52%
20,821
-308
DE icon
48
Deere & Co
DE
$166B
$1.52M 0.48%
3,273
-145
XLY icon
49
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.6B
$1.47M 0.46%
12,345
-79
FVD icon
50
First Trust Value Line Dividend Fund
FVD
$8.65B
$1.45M 0.45%
31,465
-1,342
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