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
$127M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$992K
2
+$751K
3
+$287K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$226K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$224K

Top Sells

1
+$221K
2
+$100K
3
+$75.7K
4
AAPL icon
Apple
AAPL
+$71.7K
5
NVDA icon
NVIDIA
NVDA
+$47.8K

Sector Composition

1 Technology 23.76%
2 Industrials 10.06%
3 Financials 8.64%
4 Consumer Staples 5.97%
5 Consumer Discretionary 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 1.12%
4,248
+21
27
$1.31M 1.04%
20,751
+54
28
$1.26M 1%
9,745
-70
29
$1.23M 0.97%
2,609
+40
30
$992K 0.78%
+18,171
31
$979K 0.77%
7,513
+552
32
$938K 0.74%
14,759
-653
33
$886K 0.7%
15,956
-325
34
$873K 0.69%
16,279
-19
35
$872K 0.69%
32,724
-258
36
$854K 0.67%
1,849
-20
37
$848K 0.67%
10,921
-212
38
$754K 0.6%
5,041
-39
39
$751K 0.59%
+16,660
40
$744K 0.59%
16,455
+8
41
$736K 0.58%
8,891
-53
42
$648K 0.51%
3,058
-30
43
$647K 0.51%
5,621
+1,443
44
$632K 0.5%
11,541
-342
45
$623K 0.49%
2,729
-13
46
$606K 0.48%
12,046
-341
47
$599K 0.47%
1,450
+97
48
$585K 0.46%
24,965
-689
49
$578K 0.46%
14,383
-233
50
$569K 0.45%
1,928
+6
1
2
3 4 5