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
$226M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$909K
2
+$561K
3
+$528K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$476K
5
MSFT icon
Microsoft
MSFT
+$468K

Top Sells

1
+$369K
2
+$278K
3
+$216K
4
GE icon
GE Aerospace
GE
+$119K
5
TSLA icon
Tesla
TSLA
+$113K

Sector Composition

1 Technology 32.95%
2 Healthcare 7.83%
3 Industrials 7.59%
4 Financials 6.39%
5 Consumer Staples 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$721K 0.32%
3,112
+4
52
$715K 0.32%
9,714
-25
53
$687K 0.3%
2,191
54
$653K 0.29%
4,942
-52
55
$638K 0.28%
1,852
+75
56
$624K 0.28%
3,422
-10
57
$599K 0.26%
2,036
+13
58
$594K 0.26%
3,799
+31
59
$589K 0.26%
7,212
+200
60
$548K 0.24%
13,278
-410
61
$518K 0.23%
2,425
+50
62
$498K 0.22%
738
63
$494K 0.22%
10,425
-14
64
$480K 0.21%
3,019
-749
65
$477K 0.21%
3,269
66
$476K 0.21%
10,424
67
$456K 0.2%
1,751
+103
68
$455K 0.2%
2,880
-42
69
$438K 0.19%
7,954
-188
70
$434K 0.19%
2,181
-15
71
$426K 0.19%
1,983
-9
72
$423K 0.19%
1,040
-35
73
$401K 0.18%
5,232
+227
74
$395K 0.17%
2,152
+2
75
$378K 0.17%
3,066
+175
1 2
3
4 5