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
$148M
AUM Growth
-$6.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$80.5K
2
+$79.2K
3
+$74.1K
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$62.8K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$62.3K

Top Sells

1
+$261K
2
+$226K
3
+$211K
4
DOCU icon
DocuSign
DOCU
+$207K
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$40.8K

Sector Composition

1 Technology 25.38%
2 Industrials 8.35%
3 Financials 8.13%
4 Consumer Staples 5.87%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$598K 0.4%
2,706
+1
52
$595K 0.4%
5,615
53
$583K 0.39%
3,623
-107
54
$558K 0.38%
2,265
-4
55
$554K 0.37%
3,285
+56
56
$540K 0.36%
13,215
+109
57
$495K 0.33%
3,574
+117
58
$481K 0.32%
3,222
-43
59
$474K 0.32%
9,146
-35
60
$470K 0.32%
3,005
+1
61
$470K 0.32%
1,554
-33
62
$467K 0.32%
8,907
63
$466K 0.31%
5,440
-13
64
$451K 0.3%
13,902
-211
65
$443K 0.3%
16,698
+57
66
$439K 0.3%
2,375
-2
67
$420K 0.28%
10,422
+6
68
$414K 0.28%
8,475
-101
69
$410K 0.28%
80,000
70
$406K 0.27%
2,042
-1
71
$392K 0.26%
4,241
+162
72
$373K 0.25%
3,589
+41
73
$367K 0.25%
3,118
+39
74
$366K 0.25%
1,045
+26
75
$351K 0.24%
5,094
+34
1 2
3
4 5