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
$109M
AUM Growth
-$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$451K
2
+$384K
3
+$379K
4
AAPL icon
Apple
AAPL
+$291K
5
OXY.WS icon
Occidental Petroleum Corp Warrants
OXY.WS
+$289K

Top Sells

1
+$226K
2
+$208K
3
+$204K
4
ARKK icon
ARK Innovation ETF
ARKK
+$159K
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$88.3K

Sector Composition

1 Technology 19.05%
2 Industrials 10.93%
3 Financials 8.89%
4 Consumer Staples 6.81%
5 Consumer Discretionary 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$307K 0.28%
18,211
-2,071
77
$302K 0.28%
12,362
-128
78
$291K 0.27%
5,815
-100
79
$290K 0.27%
1,545
+1
80
$289K 0.27%
+7,287
81
$286K 0.26%
3,269
82
$270K 0.25%
7,322
-26
83
$270K 0.25%
1,653
+4
84
$265K 0.24%
3,692
-152
85
$263K 0.24%
3,007
+25
86
$258K 0.24%
4,827
-800
87
$249K 0.23%
3,038
-82
88
$246K 0.23%
10,671
-780
89
$245K 0.23%
2,968
-11
90
$235K 0.22%
15,328
+60
91
$235K 0.22%
2,201
+19
92
$223K 0.21%
16,299
+184
93
$223K 0.21%
1,267
+9
94
$219K 0.2%
1,417
95
$212K 0.2%
8,697
-318
96
$211K 0.19%
917
+21
97
$210K 0.19%
120,000
98
$207K 0.19%
2,150
+10
99
$207K 0.19%
+300
100
$206K 0.19%
1,826
+170
1 2 3
4
5