PWM
Purus Wealth Management Portfolio holdings
AUM
$288M
This Quarter Return
+20%
1 Year Return
+26.23%
3 Year Return
+145.54%
5 Year Return
–
10 Year Return
–
AUM
$112M
AUM Growth
–
Cap. Flow
+$112M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
51.81%
Holding
73
New
73
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
ARK Innovation ETF
ARKK
|
$12M |
| 2 |
ARK Genomic Revolution ETF
ARKG
|
$10.6M |
| 3 |
Apple
AAPL
|
$5.11M |
| 4 |
Visa
V
|
$4.96M |
| 5 |
Costco
COST
|
$4.85M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 18.77% |
| 2 | Financials | 7.61% |
| 3 | Consumer Discretionary | 6.95% |
| 4 | Industrials | 6.21% |
| 5 | Consumer Staples | 4.67% |
