PWM

Purus Wealth Management Portfolio holdings

AUM $314M
1-Year Est. Return 34.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$596K
2
+$351K
3
+$315K
4
GEV icon
GE Vernova
GEV
+$277K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$223K

Top Sells

1
+$318K
2
+$275K
3
+$251K
4
AMZN icon
Amazon
AMZN
+$215K
5
PFE icon
Pfizer
PFE
+$212K

Sector Composition

1 Technology 34.71%
2 Industrials 7.86%
3 Financials 6.33%
4 Consumer Discretionary 5.28%
5 Healthcare 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.83M 0.9%
6,369
-220
27
$2.67M 0.85%
30,989
-817
28
$2.6M 0.83%
45,520
+112
29
$2.58M 0.82%
82,887
-4,773
30
$2.45M 0.78%
14,669
+75
31
$2.4M 0.76%
8,492
+85
32
$2.29M 0.73%
13,110
-81
33
$2.26M 0.72%
37,721
+515
34
$2.24M 0.72%
3,650
+458
35
$2.22M 0.71%
30,142
+424
36
$2.21M 0.71%
29,130
-349
37
$2.16M 0.69%
48,366
-394
38
$2.14M 0.68%
6,061
-264
39
$2.13M 0.68%
37,444
+212
40
$2M 0.64%
52,491
+284
41
$1.92M 0.61%
19,893
+954
42
$1.84M 0.59%
13,186
-189
43
$1.76M 0.56%
52,790
-635
44
$1.7M 0.54%
3,666
+11
45
$1.68M 0.54%
14,020
+820
46
$1.65M 0.53%
21,129
-252
47
$1.57M 0.5%
2,191
-5
48
$1.56M 0.5%
3,418
-46
49
$1.52M 0.49%
11,058
-498
50
$1.52M 0.48%
32,807
-175
1
2
3 4 5