PWM
Purus Wealth Management Portfolio holdings
AUM
$288M
This Quarter Return
+19.75%
1 Year Return
+26.23%
3 Year Return
+145.54%
5 Year Return
–
10 Year Return
–
AUM
$288M
AUM Growth
+$288M
(+23%)
Cap. Flow
+$15.3M
Cap. Flow
% of AUM
5.3%
Top 10 Holdings %
Top 10 Hldgs %
48.34%
Holding
142
New
23
Increased
57
Reduced
47
Closed
2
Top Buys
| 1 |
Palantir
PLTR
|
$1.29M |
| 2 |
GE Vernova
GEV
|
$1.06M |
| 3 |
Meta Platforms (Facebook)
META
|
$864K |
| 4 |
Microsoft
MSFT
|
$788K |
| 5 |
Broadcom
AVGO
|
$775K |
Top Sells
| 1 |
Adobe
ADBE
|
$961K |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$270K |
| 3 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$221K |
| 4 |
Teradyne
TER
|
$120K |
| 5 |
Nucor
NUE
|
$97.5K |
Sector Composition
| 1 | Technology | 31.79% |
| 2 | Industrials | 8.19% |
| 3 | Financials | 6.93% |
| 4 | Healthcare | 6.5% |
| 5 | Consumer Staples | 5.74% |
