PWM

Purus Wealth Management Portfolio holdings

AUM $313M
1-Year Est. Return 33.48%
This Quarter Est. Return
1 Year Est. Return
+33.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$658K
2
+$284K
3
+$273K
4
ARM icon
Arm
ARM
+$231K
5
PLTR icon
Palantir
PLTR
+$223K

Top Sells

1
+$463K
2
+$237K
3
+$229K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$214K
5
ASML icon
ASML
ASML
+$207K

Sector Composition

1 Technology 28.13%
2 Industrials 8.23%
3 Financials 7.7%
4 Healthcare 7.26%
5 Consumer Staples 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.44%
12,743
-246
52
$980K 0.42%
8,108
-229
53
$960K 0.41%
1,875
-90
54
$936K 0.4%
16,883
-331
55
$936K 0.4%
11,865
-325
56
$857K 0.36%
6,130
-100
57
$848K 0.36%
6,392
-78
58
$779K 0.33%
2,894
-78
59
$758K 0.32%
4,949
+2
60
$757K 0.32%
8,120
+740
61
$688K 0.29%
20,695
-381
62
$685K 0.29%
2,512
-148
63
$653K 0.28%
3,265
+129
64
$650K 0.28%
1,773
-68
65
$641K 0.27%
3,834
+32
66
$597K 0.25%
13,167
-402
67
$593K 0.25%
2,802
+569
68
$563K 0.24%
7,522
+111
69
$560K 0.24%
1,943
-5
70
$551K 0.23%
6,660
71
$509K 0.22%
3,505
-44
72
$487K 0.21%
915
-65
73
$471K 0.2%
2,223
74
$460K 0.2%
1,989
+70
75
$455K 0.19%
6,872
1 2
3
4 5