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
$154M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$1.3M
3
+$1.28M
4
ARKF icon
ARK Blockchain & Fintech Innovation ETF
ARKF
+$1.08M
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$999K

Top Sells

1
+$1.23M
2
+$855K
3
+$784K
4
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$529K
5
AWAY icon
Amplify Travel Tech ETF
AWAY
+$410K

Sector Composition

1 Technology 25.16%
2 Industrials 8.93%
3 Financials 8.05%
4 Consumer Staples 5.58%
5 Consumer Discretionary 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$375K 0.24%
+5,060
77
$373K 0.24%
120,000
78
$354K 0.23%
8,040
79
$347K 0.23%
+1,019
80
$330K 0.21%
3,079
+24
81
$328K 0.21%
17,821
-3,579
82
$311K 0.2%
17,561
-589
83
$309K 0.2%
2,069
-140
84
$306K 0.2%
16,261
-882
85
$300K 0.19%
1,330
-217
86
$295K 0.19%
+1,935
87
$292K 0.19%
2,450
+564
88
$290K 0.19%
7,658
-7,104
89
$289K 0.19%
3,269
90
$289K 0.19%
3,063
+35
91
$286K 0.19%
1,355
+65
92
$283K 0.18%
16,861
+215
93
$279K 0.18%
1,267
-139
94
$277K 0.18%
2,359
+121
95
$276K 0.18%
8,774
-1,902
96
$272K 0.18%
1,788
-260
97
$272K 0.18%
1,105
+36
98
$272K 0.18%
7,287
99
$269K 0.17%
1,094
-10
100
$267K 0.17%
1,615
-46
1 2 3
4
5