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
$110M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$248K
2
+$237K
3
+$235K
4
CAT icon
Caterpillar
CAT
+$225K
5
PFE icon
Pfizer
PFE
+$221K

Top Sells

1
+$223K
2
+$212K
3
+$210K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$207K
5
COST icon
Costco
COST
+$136K

Sector Composition

1 Technology 20.03%
2 Industrials 11.46%
3 Financials 9.55%
4 Consumer Staples 6.4%
5 Consumer Discretionary 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$309K 0.28%
26,543
-3,078
77
$308K 0.28%
1,546
+1
78
$308K 0.28%
3,698
+6
79
$300K 0.27%
7,287
80
$300K 0.27%
7,323
+1
81
$296K 0.27%
16,471
+172
82
$293K 0.27%
1,657
+4
83
$292K 0.27%
5,715
-100
84
$292K 0.27%
1,102
-790
85
$286K 0.26%
15,535
+207
86
$283K 0.26%
10,671
87
$282K 0.26%
2,220
+19
88
$280K 0.25%
19,619
-431
89
$269K 0.24%
12,340
-22
90
$259K 0.24%
120,000
91
$251K 0.23%
4,531
-296
92
$248K 0.23%
+2,235
93
$246K 0.22%
6,587
+75
94
$240K 0.22%
1,417
95
$237K 0.22%
+804
96
$235K 0.21%
+1,235
97
$235K 0.21%
2,333
-352
98
$225K 0.2%
+939
99
$223K 0.2%
2,988
+20
100
$221K 0.2%
+4,311
1 2 3
4
5