PWM

Purus Wealth Management Portfolio holdings

AUM $314M
1-Year Est. Return 34.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$596K
2
+$351K
3
+$315K
4
GEV icon
GE Vernova
GEV
+$277K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$223K

Top Sells

1
+$318K
2
+$275K
3
+$251K
4
AMZN icon
Amazon
AMZN
+$215K
5
PFE icon
Pfizer
PFE
+$212K

Sector Composition

1 Technology 34.71%
2 Industrials 7.86%
3 Financials 6.33%
4 Consumer Discretionary 5.28%
5 Healthcare 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.49M 0.48%
12,424
-400
52
$1.48M 0.47%
2,053
+51
53
$1.43M 0.46%
3,002
-37
54
$1.21M 0.39%
2,429
+34
55
$1.15M 0.37%
20,291
-260
56
$1.13M 0.36%
1,849
-13
57
$1.12M 0.36%
6,579
-23
58
$1.12M 0.36%
7,961
-167
59
$1.04M 0.33%
23,804
+156
60
$1.04M 0.33%
4,958
-1
61
$1.01M 0.32%
3,094
+223
62
$996K 0.32%
3,312
+47
63
$989K 0.32%
12,616
-115
64
$970K 0.31%
15,756
-419
65
$950K 0.3%
2,859
-22
66
$929K 0.3%
2,294
+50
67
$883K 0.28%
2,588
-1
68
$876K 0.28%
6,541
-91
69
$761K 0.24%
6,826
-43
70
$756K 0.24%
4,867
+80
71
$751K 0.24%
3,666
-6
72
$742K 0.24%
1,790
+35
73
$720K 0.23%
2,224
+5
74
$691K 0.22%
1,945
+2
75
$668K 0.21%
7,290
-232
1 2
3
4 5