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
$203M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$528K
3
+$462K
4
COST icon
Costco
COST
+$437K
5
DE icon
Deere & Co
DE
+$387K

Top Sells

1
+$1.46M
2
+$674K
3
+$605K
4
BSBR icon
Santander
BSBR
+$524K
5
SUPV
Grupo Supervielle
SUPV
+$487K

Sector Composition

1 Technology 28.84%
2 Industrials 8.37%
3 Healthcare 8.19%
4 Financials 6.63%
5 Consumer Staples 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$726K 0.36%
3,519
-67
52
$708K 0.35%
3,108
-20
53
$682K 0.34%
1,777
+32
54
$659K 0.33%
4,994
-124
55
$633K 0.31%
2,023
-19
56
$631K 0.31%
3,432
-128
57
$594K 0.29%
3,768
+212
58
$578K 0.29%
2,922
-77
59
$574K 0.28%
13,688
+2
60
$573K 0.28%
7,012
61
$528K 0.26%
+3,768
62
$507K 0.25%
10,439
+8
63
$488K 0.24%
2,375
-250
64
$482K 0.24%
10,424
65
$452K 0.22%
1,075
66
$449K 0.22%
4,211
-34
67
$448K 0.22%
738
68
$445K 0.22%
8,142
-562
69
$429K 0.21%
3,269
70
$410K 0.2%
1,992
71
$405K 0.2%
4,866
-334
72
$382K 0.19%
5,005
-114
73
$377K 0.19%
1,029
-43
74
$372K 0.18%
2,196
75
$371K 0.18%
1,648
1 2
3
4 5