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
$145M
AUM Growth
+$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$785K
2
+$630K
3
+$600K
4
RTX icon
RTX Corp
RTX
+$512K
5
UPST icon
Upstart Holdings
UPST
+$493K

Top Sells

1
+$1.19M
2
+$929K
3
+$209K
4
SPBO icon
SPDR Portfolio Corporate Bond ETF
SPBO
+$123K
5
FNY icon
First Trust Mid Cap Growth AlphaDEX Fund
FNY
+$106K

Sector Composition

1 Technology 19.04%
2 Financials 8.67%
3 Industrials 7.54%
4 Consumer Discretionary 6.09%
5 Healthcare 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$600K 0.41%
+2,291
52
$592K 0.41%
1,804
+60
53
$589K 0.41%
10,378
+146
54
$586K 0.4%
2,989
-56
55
$582K 0.4%
12,548
+55
56
$493K 0.34%
+1,558
57
$482K 0.33%
15,735
-2,985
58
$464K 0.32%
2,188
59
$444K 0.31%
+5,421
60
$439K 0.3%
5,487
+92
61
$421K 0.29%
+8,317
62
$416K 0.29%
682
-42
63
$399K 0.28%
7,869
+3,793
64
$380K 0.26%
10,833
-3,520
65
$379K 0.26%
15,706
+104
66
$371K 0.26%
18,185
+585
67
$352K 0.24%
+11,552
68
$352K 0.24%
7,947
-90
69
$339K 0.23%
1,598
-69
70
$336K 0.23%
+13,226
71
$334K 0.23%
+12,566
72
$320K 0.22%
3,324
-507
73
$313K 0.22%
3,085
-82
74
$313K 0.22%
1,542
+330
75
$312K 0.22%
+930
1 2
3
4 5