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
$313M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$560K
2
+$360K
3
+$321K
4
GEV icon
GE Vernova
GEV
+$282K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$249K

Top Sells

1
+$318K
2
+$283K
3
+$275K
4
PFE icon
Pfizer
PFE
+$212K
5
AMZN icon
Amazon
AMZN
+$208K

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
SHY icon
76
iShares 1-3 Year Treasury Bond ETF
SHY
$23.7B
$625K 0.2%
7,534
+874
LDOS icon
77
Leidos
LDOS
$24B
$618K 0.2%
3,269
-5
ARM icon
78
Arm
ARM
$148B
$586K 0.19%
4,140
VZ icon
79
Verizon
VZ
$172B
$573K 0.18%
13,036
-3,113
VTI icon
80
Vanguard Total Stock Market ETF
VTI
$565B
$568K 0.18%
1,732
+2
CRM icon
81
Salesforce
CRM
$227B
$560K 0.18%
+2,362
ARKG icon
82
ARK Genomic Revolution ETF
ARKG
$1.24B
$523K 0.17%
18,836
-1,777
T icon
83
AT&T
T
$180B
$520K 0.17%
18,418
+167
BRK.B icon
84
Berkshire Hathaway Class B
BRK.B
$1.09T
$514K 0.16%
1,023
-4
GOOG icon
85
Alphabet (Google) Class C
GOOG
$3.87T
$510K 0.16%
2,094
-11
FTGS icon
86
First Trust Growth Strength ETF
FTGS
$1.24B
$507K 0.16%
14,123
-294
COWG icon
87
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.47B
$499K 0.16%
13,736
+176
RZG icon
88
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
$106M
$490K 0.16%
9,005
+1
LNG icon
89
Cheniere Energy
LNG
$44.8B
$465K 0.15%
1,980
-2
HON icon
90
Honeywell
HON
$123B
$434K 0.14%
2,062
-120
QCOM icon
91
Qualcomm
QCOM
$187B
$433K 0.14%
2,601
+40
VST icon
92
Vistra
VST
$58.1B
$410K 0.13%
2,095
+502
GM icon
93
General Motors
GM
$69.6B
$404K 0.13%
6,630
+50
UBER icon
94
Uber
UBER
$188B
$398K 0.13%
4,066
PAVE icon
95
Global X US Infrastructure Development ETF
PAVE
$9.81B
$395K 0.13%
8,298
-151
TQQQ icon
96
ProShares UltraPro QQQ
TQQQ
$31.6B
$391K 0.12%
7,564
+22
IGV icon
97
iShares Expanded Tech-Software Sector ETF
IGV
$8.36B
$380K 0.12%
3,307
+50
LRCX icon
98
Lam Research
LRCX
$201B
$367K 0.12%
2,740
LOW icon
99
Lowe's Companies
LOW
$139B
$362K 0.12%
1,439
+1
SCHW icon
100
Charles Schwab
SCHW
$167B
$362K 0.12%
3,787
-83
2 3
4
5 6