PWM

Purus Wealth Management Portfolio holdings

AUM $288M
1-Year Est. Return 26.23%
This Quarter Est. Return
1 Year Est. Return
+26.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$10.6M
3
+$5.11M
4
V icon
Visa
V
+$4.96M
5
COST icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.96%
+3,943
27
$1.07M 0.96%
+24,520
28
$996K 0.89%
+16,959
29
$939K 0.84%
+4,222
30
$916K 0.82%
+18,705
31
$906K 0.81%
+2,552
32
$841K 0.75%
+5,232
33
$778K 0.69%
+8,485
34
$735K 0.66%
+15,963
35
$725K 0.65%
+10,138
36
$705K 0.63%
+5,622
37
$689K 0.61%
+37,920
38
$640K 0.57%
+8,394
39
$617K 0.55%
+2,026
40
$608K 0.54%
+12,776
41
$590K 0.53%
+3,316
42
$588K 0.52%
+4,623
43
$587K 0.52%
+6,700
44
$575K 0.51%
+18,783
45
$558K 0.5%
+9,835
46
$528K 0.47%
+14,584
47
$485K 0.43%
+4,718
48
$470K 0.42%
+4,292
49
$463K 0.41%
+3,111
50
$463K 0.41%
+2,178
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