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
$110M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$248K
2
+$237K
3
+$235K
4
CAT icon
Caterpillar
CAT
+$225K
5
PFE icon
Pfizer
PFE
+$221K

Top Sells

1
+$223K
2
+$212K
3
+$210K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$207K
5
COST icon
Costco
COST
+$136K

Sector Composition

1 Technology 20.03%
2 Industrials 11.46%
3 Financials 9.55%
4 Consumer Staples 6.4%
5 Consumer Discretionary 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$526K 0.48%
13,557
+18
52
$514K 0.47%
15,569
-1,179
53
$512K 0.46%
2,387
54
$508K 0.46%
12,387
-958
55
$503K 0.46%
3,404
-111
56
$494K 0.45%
5,803
-1
57
$467K 0.42%
4,178
+19
58
$462K 0.42%
6,228
-498
59
$457K 0.42%
6,422
-1,211
60
$442K 0.4%
2,277
-4
61
$435K 0.39%
21,899
-1,302
62
$431K 0.39%
80,000
63
$407K 0.37%
24,651
-544
64
$401K 0.36%
3,043
+2
65
$395K 0.36%
7,883
-4
66
$382K 0.35%
1,553
67
$372K 0.34%
3,088
-550
68
$367K 0.33%
19,064
-759
69
$344K 0.31%
3,269
70
$334K 0.3%
3,031
+24
71
$333K 0.3%
2,779
-407
72
$325K 0.3%
17,602
-609
73
$320K 0.29%
3,283
+245
74
$316K 0.29%
25,326
-1,326
75
$315K 0.29%
4,005
-142
1 2
3
4 5