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
$119M
AUM Growth
+$6.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$684K
2
+$575K
3
+$571K
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$321K
5
CVX icon
Chevron
CVX
+$302K

Top Sells

1
+$257K
2
+$212K
3
+$86.5K
4
ARKK icon
ARK Innovation ETF
ARKK
+$64.8K
5
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$45.6K

Sector Composition

1 Technology 17.53%
2 Financials 8.15%
3 Industrials 7.36%
4 Consumer Discretionary 6.41%
5 Consumer Staples 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$535K 0.45%
5,832
+1,114
52
$511K 0.43%
14,842
+258
53
$487K 0.41%
12,467
+33
54
$475K 0.4%
2,188
+10
55
$472K 0.4%
9,245
+2,576
56
$427K 0.36%
9,348
+1,348
57
$391K 0.33%
15,512
+99
58
$373K 0.31%
1,841
-8
59
$373K 0.31%
16,320
+2,210
60
$369K 0.31%
3,829
+1
61
$367K 0.31%
704
-74
62
$336K 0.28%
6,119
+52
63
$321K 0.27%
+6,359
64
$318K 0.27%
1,042
+21
65
$302K 0.25%
+2,887
66
$298K 0.25%
+12,485
67
$258K 0.22%
1,613
-276
68
$235K 0.2%
5,350
+76
69
$230K 0.19%
+1,211
70
$227K 0.19%
279
71
$226K 0.19%
1,224
-44
72
$217K 0.18%
+2,100
73
$213K 0.18%
5,399
-1,114
74
$212K 0.18%
+3,834
75
$211K 0.18%
1,462
1 2
3
4