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
$112M
AUM Growth
-$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$543K
2
+$226K
3
+$201K
4
AMZN icon
Amazon
AMZN
+$129K
5
F icon
Ford
F
+$46.7K

Top Sells

1
+$284K
2
+$265K
3
+$257K
4
DIS icon
Walt Disney
DIS
+$246K
5
QTEC icon
First Trust NASDAQ-100 Technology Index Fund
QTEC
+$244K

Sector Composition

1 Technology 20.01%
2 Industrials 10.89%
3 Financials 8.76%
4 Consumer Staples 6.52%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$319K 0.28%
5,915
+100
77
$313K 0.28%
28,154
+4,201
78
$293K 0.26%
1,649
+3
79
$287K 0.26%
3,914
-288
80
$285K 0.25%
7,348
81
$284K 0.25%
3,120
-16
82
$283K 0.25%
2,979
+70
83
$270K 0.24%
1,544
+1
84
$261K 0.23%
11,451
-350
85
$260K 0.23%
16,115
+158
86
$255K 0.23%
2,982
+154
87
$252K 0.22%
9,015
+426
88
$244K 0.22%
6,428
+74
89
$243K 0.22%
3,844
-354
90
$239K 0.21%
1,417
91
$234K 0.21%
2,140
92
$232K 0.21%
2,182
+14
93
$226K 0.2%
+4,304
94
$212K 0.19%
1,656
+50
95
$209K 0.19%
896
-186
96
$208K 0.19%
2,235
97
$204K 0.18%
4,312
-10
98
$201K 0.18%
+1,258
99
$163K 0.15%
120,000
100
$129K 0.12%
10,159
-588
1 2 3
4
5