PWM

Purus Wealth Management Portfolio holdings

AUM $288M
1-Year Est. Return 26.23%
This Quarter Est. Return
1 Year Est. Return
+26.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$6.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$684K
2
+$575K
3
+$571K
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$321K
5
CVX icon
Chevron
CVX
+$302K

Top Sells

1
+$257K
2
+$212K
3
+$86.5K
4
ARKK icon
ARK Innovation ETF
ARKK
+$64.8K
5
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$45.6K

Sector Composition

1 Technology 17.53%
2 Financials 8.15%
3 Industrials 7.36%
4 Consumer Discretionary 6.41%
5 Consumer Staples 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$210K 0.18%
4,308
77
$207K 0.17%
4,075
-175
78
$202K 0.17%
+3,740
79
$202K 0.17%
+1,230
80
$184K 0.15%
10,256
+116
81
$104K 0.09%
+60,000
82
$32K 0.03%
20,000
+10,000
83
– –
0
84
$8K 0.01%
+100
85
– –
-2,235
1 2 3
4