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
$236M
AUM Growth
+$9.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$335K
3
+$228K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$218K
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$217K

Top Sells

1
+$704K
2
+$259K
3
+$258K
4
AAPL icon
Apple
AAPL
+$213K
5
BAC icon
Bank of America
BAC
+$205K

Sector Composition

1 Technology 31.79%
2 Healthcare 7.88%
3 Industrials 7.71%
4 Financials 6.36%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.28M 0.96%
35,116
+1,105
27
$2.23M 0.94%
86,920
+265
28
$2.11M 0.89%
70,742
-193
29
$2.01M 0.85%
22,899
+1,766
30
$1.96M 0.83%
35,715
+1,061
31
$1.88M 0.79%
39,485
-1,687
32
$1.86M 0.79%
3,243
33
$1.85M 0.78%
13,829
-4
34
$1.8M 0.76%
11,698
+26
35
$1.79M 0.76%
49,070
+260
36
$1.76M 0.75%
29,733
+559
37
$1.75M 0.74%
14,409
-351
38
$1.67M 0.71%
+27,948
39
$1.66M 0.7%
3,934
-25
40
$1.63M 0.69%
27,366
+1,004
41
$1.61M 0.68%
6,146
-369
42
$1.51M 0.64%
2,589
+3
43
$1.44M 0.61%
3,446
+10
44
$1.35M 0.57%
17,814
+508
45
$1.09M 0.46%
23,888
+731
46
$1.05M 0.45%
1,997
+2
47
$966K 0.41%
6,307
-23
48
$899K 0.38%
28,787
-1,005
49
$882K 0.37%
7,739
-237
50
$828K 0.35%
3,055
-57
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