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
$253M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.33M
3
+$2.29M
4
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$1.7M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.33M

Top Sells

1
+$4.98M
2
+$2.16M
3
+$1.84M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$1.55M
5
FXZ icon
First Trust Materials AlphaDEX Fund
FXZ
+$1.02M

Sector Composition

1 Technology 31.94%
2 Industrials 7.11%
3 Financials 7.09%
4 Healthcare 6.92%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.41%
8,337
+5,005
52
$1.02M 0.4%
12,989
+7,484
53
$978K 0.39%
17,214
-17,887
54
$923K 0.37%
+12,190
55
$922K 0.36%
1,965
-32
56
$882K 0.35%
2,972
-83
57
$781K 0.31%
21,076
-49,666
58
$776K 0.31%
10,254
+1,250
59
$732K 0.29%
6,470
-1,269
60
$719K 0.28%
4,947
+3
61
$716K 0.28%
1,841
-13
62
$701K 0.28%
2,660
+39
63
$658K 0.26%
738
+51
64
$593K 0.23%
7,411
-1,969
65
$577K 0.23%
3,549
+88
66
$551K 0.22%
3,802
-149
67
$546K 0.22%
6,660
+530
68
$543K 0.21%
13,569
+147
69
$541K 0.21%
2,233
-65
70
$531K 0.21%
6,872
-772
71
$523K 0.21%
3,136
+137
72
$509K 0.2%
2,204
+4
73
$502K 0.2%
2,223
-65
74
$497K 0.2%
21,119
-65,801
75
$486K 0.19%
9,818
-187
1 2
3
4 5