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
$127M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$992K
2
+$751K
3
+$287K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$226K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$224K

Top Sells

1
+$221K
2
+$100K
3
+$75.7K
4
AAPL icon
Apple
AAPL
+$71.7K
5
NVDA icon
NVIDIA
NVDA
+$47.8K

Sector Composition

1 Technology 23.76%
2 Industrials 10.06%
3 Financials 8.64%
4 Consumer Staples 5.97%
5 Consumer Discretionary 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$560K 0.44%
5,531
-57
52
$560K 0.44%
14,388
-526
53
$551K 0.43%
3,338
-66
54
$538K 0.42%
6,122
-106
55
$537K 0.42%
14,762
-807
56
$531K 0.42%
13,479
-78
57
$529K 0.42%
4,921
-115
58
$522K 0.41%
3,202
+27
59
$493K 0.39%
13,182
+84
60
$486K 0.38%
2,277
61
$483K 0.38%
6,364
-58
62
$464K 0.37%
3,002
-41
63
$454K 0.36%
2,377
-10
64
$439K 0.35%
8,611
+728
65
$428K 0.34%
3,487
+204
66
$425K 0.34%
80,000
67
$423K 0.33%
21,400
-499
68
$411K 0.32%
5,675
-128
69
$410K 0.32%
23,659
-992
70
$383K 0.3%
18,150
-914
71
$363K 0.29%
19,278
-341
72
$348K 0.28%
5,715
73
$342K 0.27%
27,118
+575
74
$340K 0.27%
1,332
+230
75
$335K 0.26%
3,055
+24
1 2
3
4 5