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
$226M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$909K
2
+$561K
3
+$528K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$476K
5
MSFT icon
Microsoft
MSFT
+$468K

Top Sells

1
+$369K
2
+$278K
3
+$216K
4
GE icon
GE Aerospace
GE
+$119K
5
TSLA icon
Tesla
TSLA
+$113K

Sector Composition

1 Technology 32.95%
2 Healthcare 7.83%
3 Industrials 7.59%
4 Financials 6.39%
5 Consumer Staples 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.05M 0.91%
13,833
-162
27
$2.05M 0.91%
34,011
+266
28
$2.03M 0.9%
86,655
-1,070
29
$1.98M 0.87%
70,935
+122
30
$1.93M 0.85%
21,133
+469
31
$1.92M 0.85%
34,654
+1,548
32
$1.81M 0.8%
41,172
-653
33
$1.7M 0.75%
11,672
+34
34
$1.65M 0.73%
29,174
+267
35
$1.64M 0.72%
3,243
+53
36
$1.63M 0.72%
48,810
+171
37
$1.55M 0.68%
3,959
-56
38
$1.49M 0.66%
26,362
+567
39
$1.48M 0.65%
14,760
+17
40
$1.29M 0.57%
6,515
-570
41
$1.28M 0.57%
3,436
-1
42
$1.21M 0.53%
2,586
-3
43
$1.18M 0.52%
17,306
-71
44
$944K 0.42%
23,157
+237
45
$909K 0.4%
+29,792
46
$870K 0.38%
1,995
47
$833K 0.37%
3,531
+12
48
$829K 0.37%
7,976
+25
49
$784K 0.35%
6,330
+49
50
$768K 0.34%
2,647
-33
1
2
3 4 5