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
$109M
AUM Growth
-$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$451K
2
+$384K
3
+$379K
4
AAPL icon
Apple
AAPL
+$291K
5
OXY.WS icon
Occidental Petroleum Corp Warrants
OXY.WS
+$289K

Top Sells

1
+$226K
2
+$208K
3
+$204K
4
ARKK icon
ARK Innovation ETF
ARKK
+$159K
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$88.3K

Sector Composition

1 Technology 19.05%
2 Industrials 10.93%
3 Financials 8.89%
4 Consumer Staples 6.81%
5 Consumer Discretionary 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 1.06%
15,303
-550
27
$1.15M 1.06%
17,376
+3,518
28
$1M 0.92%
2,595
+47
29
$983K 0.91%
34,844
+16
30
$967K 0.89%
20,788
-2
31
$892K 0.82%
1,897
+31
32
$830K 0.76%
18,060
+5,500
33
$823K 0.76%
11,175
-162
34
$754K 0.69%
32,597
-53
35
$749K 0.69%
16,405
-1,935
36
$731K 0.67%
7,000
-109
37
$727K 0.67%
16,486
+3
38
$724K 0.67%
5,079
-160
39
$688K 0.63%
28,605
-500
40
$657K 0.61%
7,633
-889
41
$643K 0.59%
8,928
-104
42
$605K 0.56%
15,922
-62
43
$602K 0.55%
2,837
44
$601K 0.55%
13,345
-316
45
$569K 0.52%
16,748
-564
46
$563K 0.52%
6,726
-119
47
$559K 0.52%
5,804
-103
48
$540K 0.5%
5,580
-232
49
$530K 0.49%
1,921
+29
50
$523K 0.48%
13,014
+85
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