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
$154M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$1.39M
3
+$1.37M
4
ARKF icon
ARK Fintech Innovation ETF
ARKF
+$1.19M
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$1.12M

Top Sells

1
+$1.37M
2
+$919K
3
+$860K
4
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$529K
5
AWAY icon
Amplify Travel Tech ETF
AWAY
+$410K

Sector Composition

1 Technology 25.16%
2 Industrials 8.93%
3 Financials 8.05%
4 Consumer Staples 5.58%
5 Consumer Discretionary 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$655K 0.42%
5,615
-6
52
$633K 0.41%
3,730
-1,311
53
$599K 0.39%
6,445
+323
54
$582K 0.38%
2,705
-24
55
$569K 0.37%
3,265
-73
56
$568K 0.37%
2,269
-8
57
$559K 0.36%
13,106
-76
58
$525K 0.34%
14,113
-275
59
$509K 0.33%
80,000
60
$508K 0.33%
3,229
+27
61
$502K 0.33%
8,907
-3,139
62
$500K 0.32%
3,457
-30
63
$493K 0.32%
2,377
64
$493K 0.32%
1,587
-341
65
$493K 0.32%
3,004
+2
66
$469K 0.3%
+4,079
67
$452K 0.29%
+16,641
68
$441K 0.29%
10,416
-3,063
69
$437K 0.28%
28,870
+1,752
70
$435K 0.28%
8,576
-35
71
$429K 0.28%
+1,922
72
$409K 0.27%
6,128
-236
73
$399K 0.26%
+2,043
74
$379K 0.25%
+3,548
75
$379K 0.25%
5,453
-222
1 2
3
4 5