PWM

Purus Wealth Management Portfolio holdings

AUM $313M
1-Year Est. Return 33.48%
This Quarter Est. Return
1 Year Est. Return
+33.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$658K
2
+$284K
3
+$273K
4
ARM icon
Arm
ARM
+$231K
5
PLTR icon
Palantir
PLTR
+$223K

Top Sells

1
+$463K
2
+$237K
3
+$229K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$214K
5
ASML icon
ASML
ASML
+$207K

Sector Composition

1 Technology 28.13%
2 Industrials 8.23%
3 Financials 7.7%
4 Healthcare 7.26%
5 Consumer Staples 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.34M 0.99%
31,663
-215
27
$2.32M 0.99%
88,719
-2,130
28
$2.28M 0.97%
38,021
+10,992
29
$2.26M 0.96%
24,146
-69
30
$2.08M 0.89%
37,350
-295
31
$1.96M 0.83%
13,410
-267
32
$1.92M 0.82%
14,519
-156
33
$1.87M 0.8%
3,252
+21
34
$1.85M 0.79%
29,018
+45
35
$1.82M 0.77%
28,833
-538
36
$1.74M 0.74%
51,922
+355
37
$1.66M 0.7%
3,530
+109
38
$1.61M 0.69%
6,223
+168
39
$1.56M 0.67%
52,701
-1,348
40
$1.55M 0.66%
32,585
-912
41
$1.52M 0.64%
3,610
+11
42
$1.5M 0.64%
21,506
-279
43
$1.49M 0.63%
33,345
-461
44
$1.44M 0.61%
15,121
+748
45
$1.28M 0.54%
6,476
-192
46
$1.27M 0.54%
13,400
-9
47
$1.13M 0.48%
2,142
+94
48
$1.09M 0.46%
12,900
+2,646
49
$1.07M 0.46%
2,405
-153
50
$1.06M 0.45%
12,887
-454
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