PWM
Purus Wealth Management Portfolio holdings
AUM
$288M
This Quarter Return
+12.69%
1 Year Return
+26.23%
3 Year Return
+145.54%
5 Year Return
–
10 Year Return
–
AUM
$139M
AUM Growth
+$139M
(+17%)
Cap. Flow
+$7.05M
Cap. Flow
% of AUM
5.07%
Top 10 Holdings %
Top 10 Hldgs %
47.59%
Holding
91
New
7
Increased
52
Reduced
17
Closed
2
Top Buys
| 1 |
First Trust US Equity Opportunities ETF
FPX
|
$747K |
| 2 |
NVIDIA
NVDA
|
$574K |
| 3 |
First Trust Capital Strength ETF
FTCS
|
$424K |
| 4 |
Invesco QQQ Trust
QQQ
|
$402K |
| 5 |
First Trust Financials AlphaDEX Fund
FXO
|
$351K |
Top Sells
| 1 |
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
|
$210K |
| 2 |
IQ MacKay Municipal Insured ETF
MMIN
|
$99.4K |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$97.6K |
| 4 |
BioNTech
BNTX
|
$64.2K |
| 5 |
Moderna
MRNA
|
$63.7K |
Sector Composition
| 1 | Technology | 19.32% |
| 2 | Financials | 8.51% |
| 3 | Industrials | 6.88% |
| 4 | Consumer Discretionary | 6.22% |
| 5 | Healthcare | 4.72% |
