PWM

Purus Wealth Management Portfolio holdings

AUM $321M
1-Year Est. Return 29.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$986K
2
+$714K
3
+$281K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$228K
5
GM icon
General Motors
GM
+$217K

Top Sells

1
+$221K
2
+$92.3K
3
+$71.1K
4
AAPL icon
Apple
AAPL
+$64.2K
5
V icon
Visa
V
+$46.3K

Sector Composition

1 Technology 23.76%
2 Industrials 10.06%
3 Financials 8.64%
4 Consumer Staples 5.97%
5 Consumer Discretionary 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$334K 0.26%
3,969
-36
77
$324K 0.26%
1,541
-12
78
$320K 0.25%
24,365
-961
79
$313K 0.25%
17,143
-459
80
$312K 0.25%
2,238
+18
81
$309K 0.24%
1,547
+1
82
$303K 0.24%
2,723
-56
83
$303K 0.24%
10,676
+5
84
$303K 0.24%
15,722
+187
85
$301K 0.24%
3,269
86
$299K 0.24%
7,287
87
$288K 0.23%
12,186
-154
88
$287K 0.23%
+1,406
89
$278K 0.22%
8,040
90
$274K 0.22%
1,290
+55
91
$273K 0.22%
7,323
92
$273K 0.22%
16,646
+175
93
$270K 0.21%
120,000
94
$270K 0.21%
2,048
+50
95
$264K 0.21%
5,037
+1,339
96
$260K 0.21%
1,417
97
$257K 0.2%
1,661
+4
98
$251K 0.2%
4,297
-234
99
$250K 0.2%
3,028
+40
100
$249K 0.2%
1,104
+167
1 2 3
4
5