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
$112M
AUM Growth
-$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$543K
2
+$226K
3
+$201K
4
AMZN icon
Amazon
AMZN
+$129K
5
F icon
Ford
F
+$46.7K

Top Sells

1
+$284K
2
+$265K
3
+$257K
4
DIS icon
Walt Disney
DIS
+$246K
5
QTEC icon
First Trust NASDAQ-100 Technology Index Fund
QTEC
+$244K

Sector Composition

1 Technology 20.01%
2 Industrials 10.89%
3 Financials 8.76%
4 Consumer Staples 6.52%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$563K 0.5%
12,527
-472
52
$524K 0.47%
13,695
-297
53
$523K 0.47%
5,067
-18
54
$519K 0.46%
1,892
+30
55
$506K 0.45%
5,907
+1
56
$506K 0.45%
12,929
+319
57
$505K 0.45%
20,202
-91
58
$498K 0.44%
3,595
59
$494K 0.44%
2,281
60
$461K 0.41%
3,187
+7
61
$454K 0.41%
25,875
-215
62
$445K 0.4%
23,347
-71
63
$415K 0.37%
1,385
-71
64
$415K 0.37%
2,387
+11
65
$410K 0.37%
27,666
-2,854
66
$386K 0.34%
1,572
67
$379K 0.34%
1,887
+52
68
$364K 0.32%
20,282
-457
69
$356K 0.32%
4,333
70
$345K 0.31%
22,300
-165
71
$335K 0.3%
12,490
-31
72
$329K 0.29%
3,269
73
$323K 0.29%
5,627
-26
74
$323K 0.29%
3,093
-3
75
$320K 0.29%
15,268
-2,695
1 2
3
4 5