PWM

Purus Wealth Management Portfolio holdings

AUM $321M
1-Year Est. Return 29.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$321M
AUM Growth
+$7.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$469K
2
+$314K
3
+$307K
4
GFLW
VictoryShares Free Cash Flow Growth ETF
GFLW
+$251K
5
SLV icon
iShares Silver Trust
SLV
+$247K

Top Sells

1
+$859K
2
+$742K
3
+$340K
4
ARM icon
Arm
ARM
+$324K
5
QDEC icon
FT Vest Growth-100 Buffer ETF December
QDEC
+$298K

Sector Composition

1 Technology 34.57%
2 Industrials 7.51%
3 Financials 6.19%
4 Healthcare 5.99%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRM icon
76
Salesforce
CRM
$181B
$645K 0.2%
2,436
+74
SHY icon
77
iShares 1-3 Year Treasury Bond ETF
SHY
$24.8B
$625K 0.19%
7,541
+7
GOOG icon
78
Alphabet (Google) Class C
GOOG
$3.66T
$593K 0.19%
1,890
-204
LDOS icon
79
Leidos
LDOS
$22.4B
$590K 0.18%
3,269
VTI icon
80
Vanguard Total Stock Market ETF
VTI
$582B
$577K 0.18%
1,721
-11
JNJ icon
81
Johnson & Johnson
JNJ
$592B
$571K 0.18%
2,757
+1,065
ARKG icon
82
ARK Genomic Revolution ETF
ARKG
$1.23B
$546K 0.17%
18,861
+25
GM icon
83
General Motors
GM
$71B
$531K 0.17%
6,532
-98
RCL icon
84
Royal Caribbean
RCL
$77.6B
$523K 0.16%
1,876
-348
VZ icon
85
Verizon
VZ
$216B
$507K 0.16%
12,452
-584
BRK.B icon
86
Berkshire Hathaway Class B
BRK.B
$1.05T
$494K 0.15%
983
-40
RZG icon
87
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
$112M
$490K 0.15%
9,005
FTGS icon
88
First Trust Growth Strength ETF
FTGS
$1.27B
$474K 0.15%
13,398
-725
LRCX icon
89
Lam Research
LRCX
$277B
$466K 0.15%
2,721
-19
T icon
90
AT&T
T
$203B
$462K 0.14%
18,611
+193
QCOM icon
91
Qualcomm
QCOM
$149B
$447K 0.14%
2,615
+14
IBM icon
92
IBM
IBM
$234B
$434K 0.14%
1,464
+256
HON icon
93
Honeywell
HON
$156B
$423K 0.13%
2,168
+106
TQQQ icon
94
ProShares UltraPro QQQ
TQQQ
$27.7B
$399K 0.12%
7,573
+9
PAVE icon
95
Global X US Infrastructure Development ETF
PAVE
$12.2B
$397K 0.12%
8,298
SCHW icon
96
Charles Schwab
SCHW
$171B
$356K 0.11%
3,561
-226
LNG icon
97
Cheniere Energy
LNG
$53.5B
$356K 0.11%
1,829
-151
COWG icon
98
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.28B
$353K 0.11%
10,033
-3,703
LOW icon
99
Lowe's Companies
LOW
$145B
$347K 0.11%
1,441
+2
UBER icon
100
Uber
UBER
$158B
$344K 0.11%
4,206
+140
2 3
4
5 6