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
$154M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$1.39M
3
+$1.37M
4
ARKF icon
ARK Fintech Innovation ETF
ARKF
+$1.19M
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$1.12M

Top Sells

1
+$1.37M
2
+$919K
3
+$860K
4
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$529K
5
AWAY icon
Amplify Travel Tech ETF
AWAY
+$410K

Sector Composition

1 Technology 25.16%
2 Industrials 8.93%
3 Financials 8.05%
4 Consumer Staples 5.58%
5 Consumer Discretionary 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 1.04%
12,039
+2,294
27
$1.6M 1.03%
20,774
+23
28
$1.59M 1.03%
76,276
+56,998
29
$1.55M 1%
26,439
+14,898
30
$1.51M 0.98%
15,415
-44
31
$1.5M 0.97%
27,078
+8,907
32
$1.41M 0.92%
4,114
-134
33
$1.41M 0.92%
29,243
+12,583
34
$1.4M 0.91%
49,429
+16,705
35
$1.39M 0.9%
+30,659
36
$1.39M 0.9%
34,364
37
$1.37M 0.89%
+28,544
38
$1.19M 0.77%
2,579
-30
39
$1.12M 0.73%
7,714
+201
40
$1.08M 0.7%
18,039
+2,083
41
$972K 0.63%
2,399
+949
42
$946K 0.61%
23,587
+9,204
43
$914K 0.59%
8,387
+2,856
44
$863K 0.56%
3,008
-50
45
$841K 0.55%
12,936
-1,823
46
$838K 0.54%
2,452
+1,120
47
$832K 0.54%
1,825
-24
48
$667K 0.43%
14,725
-1,730
49
$661K 0.43%
10,211
-14,187
50
$656K 0.43%
9,181
-1,740
1
2
3 4 5