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
$173M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$2.07M
3
+$575K
4
UNH icon
UnitedHealth
UNH
+$237K
5
BMA icon
Banco Macro
BMA
+$230K

Top Sells

1
+$1.65M
2
+$338K
3
+$239K
4
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$208K
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$196K

Sector Composition

1 Technology 26.06%
2 Industrials 8.28%
3 Financials 8.11%
4 Consumer Staples 5.9%
5 Consumer Discretionary 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$674K 0.39%
13,686
+471
52
$648K 0.38%
5,118
-497
53
$636K 0.37%
3,560
-63
54
$620K 0.36%
2,191
-74
55
$605K 0.35%
1,745
+191
56
$605K 0.35%
11,872
-1,030
57
$586K 0.34%
3,128
-94
58
$581K 0.34%
3,586
+12
59
$575K 0.33%
+7,012
60
$551K 0.32%
2,625
+250
61
$530K 0.31%
3,556
+271
62
$528K 0.31%
2,042
63
$524K 0.3%
80,000
64
$522K 0.3%
2,999
-6
65
$516K 0.3%
13,686
-216
66
$502K 0.29%
8,704
-203
67
$487K 0.28%
120,000
68
$480K 0.28%
10,424
-4,264
69
$475K 0.28%
10,431
+9
70
$464K 0.27%
8,691
-455
71
$459K 0.27%
4,245
+4
72
$413K 0.24%
5,200
-240
73
$383K 0.22%
1,075
+30
74
$381K 0.22%
1,992
+713
75
$369K 0.21%
5,119
+25
1 2
3
4 5