PWM
Purus Wealth Management Portfolio holdings
AUM
$288M
This Quarter Return
-2.82%
1 Year Return
+26.23%
3 Year Return
+145.54%
5 Year Return
–
10 Year Return
–
AUM
$148M
AUM Growth
+$148M
(-3.9%)
Cap. Flow
-$261K
Cap. Flow
% of AUM
-0.18%
Top 10 Holdings %
Top 10 Hldgs %
41.23%
Holding
118
New
–
Increased
46
Reduced
51
Closed
4
Top Buys
| 1 |
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
|
$280K |
| 2 |
NVIDIA
NVDA
|
$80.5K |
| 3 |
Advanced Micro Devices
AMD
|
$79.2K |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
$74.1K |
| 5 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
$62.8K |
Top Sells
| 1 |
Dollar General
DG
|
$261K |
| 2 |
Etsy
ETSY
|
$226K |
| 3 |
Banco Macro
BMA
|
$211K |
| 4 |
DocuSign
DOCU
|
$207K |
| 5 |
First Trust Capital Strength ETF
FTCS
|
$40.8K |
Sector Composition
| 1 | Technology | 25.38% |
| 2 | Industrials | 8.35% |
| 3 | Financials | 8.13% |
| 4 | Consumer Staples | 5.87% |
| 5 | Consumer Discretionary | 4.65% |
