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
$145M
AUM Growth
+$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$785K
2
+$630K
3
+$600K
4
RTX icon
RTX Corp
RTX
+$512K
5
UPST icon
Upstart Holdings
UPST
+$493K

Top Sells

1
+$1.19M
2
+$929K
3
+$209K
4
SPBO icon
SPDR Portfolio Corporate Bond ETF
SPBO
+$123K
5
FNY icon
First Trust Mid Cap Growth AlphaDEX Fund
FNY
+$106K

Sector Composition

1 Technology 19.04%
2 Financials 8.67%
3 Industrials 7.54%
4 Consumer Discretionary 6.09%
5 Healthcare 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$298K 0.21%
+400
77
$295K 0.2%
4,573
+1,452
78
$293K 0.2%
6,231
+59
79
$280K 0.19%
2,100
80
$270K 0.19%
120,000
81
$266K 0.18%
5,618
+168
82
$265K 0.18%
+3,320
83
$264K 0.18%
1,637
-31
84
$263K 0.18%
+5,236
85
$262K 0.18%
12,759
-55
86
$259K 0.18%
5,123
-1,788
87
$255K 0.18%
1,550
-63
88
$247K 0.17%
1,562
89
$237K 0.16%
1,843
+100
90
$237K 0.16%
+3,961
91
$236K 0.16%
+2,033
92
$231K 0.16%
3,889
+28
93
$220K 0.15%
1,299
+75
94
$218K 0.15%
7,680
+137
95
$211K 0.15%
3,770
+15
96
$202K 0.14%
+5,235
97
$202K 0.14%
4,542
-232
98
$201K 0.14%
+5,124
99
$200K 0.14%
+9,231
100
$200K 0.14%
2,202
1 2 3
4
5