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
$236M
AUM Growth
+$9.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$335K
3
+$228K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$218K
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$217K

Top Sells

1
+$704K
2
+$259K
3
+$258K
4
AAPL icon
Apple
AAPL
+$213K
5
BAC icon
Bank of America
BAC
+$205K

Sector Composition

1 Technology 31.79%
2 Healthcare 7.88%
3 Industrials 7.71%
4 Financials 6.36%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$818K 0.35%
2,048
+12
52
$792K 0.34%
2,621
-26
53
$751K 0.32%
1,854
+2
54
$747K 0.32%
9,380
-334
55
$740K 0.31%
4,944
+2
56
$699K 0.3%
3,461
-70
57
$629K 0.27%
2,191
58
$619K 0.26%
3,089
-333
59
$603K 0.26%
13,422
+144
60
$582K 0.25%
3,951
+152
61
$565K 0.24%
2,999
-20
62
$564K 0.24%
2,298
+547
63
$537K 0.23%
2,674
+782
64
$533K 0.23%
3,269
65
$515K 0.22%
10,005
-420
66
$510K 0.22%
6,130
-1,082
67
$487K 0.21%
687
-51
68
$474K 0.2%
1,950
-33
69
$473K 0.2%
2,288
-137
70
$466K 0.2%
7,644
-310
71
$465K 0.2%
1,010
-30
72
$457K 0.19%
5,505
+273
73
$451K 0.19%
9,820
-604
74
$443K 0.19%
2,606
+425
75
$422K 0.18%
2,807
-73
1 2
3
4 5