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
$173M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$2.07M
3
+$575K
4
UNH icon
UnitedHealth
UNH
+$237K
5
BMA icon
Banco Macro
BMA
+$230K

Top Sells

1
+$1.65M
2
+$338K
3
+$239K
4
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$208K
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$196K

Sector Composition

1 Technology 26.06%
2 Industrials 8.28%
3 Financials 8.11%
4 Consumer Staples 5.9%
5 Consumer Discretionary 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.95M 1.13%
20,891
+89
27
$1.92M 1.11%
7,715
+72
28
$1.78M 1.03%
21,251
+445
29
$1.64M 0.95%
32,756
+2,175
30
$1.62M 0.94%
11,884
-124
31
$1.61M 0.94%
49,268
-281
32
$1.61M 0.94%
29,970
-675
33
$1.57M 0.91%
14,508
-351
34
$1.51M 0.88%
4,016
-5
35
$1.5M 0.87%
27,839
-640
36
$1.48M 0.86%
8,719
+618
37
$1.46M 0.85%
25,551
-538
38
$1.45M 0.84%
26,422
-2,039
39
$1.24M 0.72%
14,733
-710
40
$1.19M 0.69%
2,635
+12
41
$1.16M 0.67%
17,828
-100
42
$1.13M 0.66%
3,198
+200
43
$997K 0.58%
2,494
+31
44
$943K 0.55%
23,254
-96
45
$931K 0.54%
1,989
+153
46
$911K 0.53%
8,281
-29
47
$855K 0.5%
6,527
+136
48
$825K 0.48%
2,446
+10
49
$696K 0.4%
2,679
-27
50
$680K 0.39%
9,977
-234
1
2
3 4 5