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
$148M
AUM Growth
-$6.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$80.5K
2
+$79.2K
3
+$74.1K
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$62.8K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$62.3K

Top Sells

1
+$261K
2
+$226K
3
+$211K
4
DOCU icon
DocuSign
DOCU
+$207K
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$40.8K

Sector Composition

1 Technology 25.38%
2 Industrials 8.35%
3 Financials 8.13%
4 Consumer Staples 5.87%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$347K 0.23%
27,948
-922
77
$338K 0.23%
5,780
-348
78
$337K 0.23%
2,375
+16
79
$329K 0.22%
17,065
-496
80
$327K 0.22%
1,973
+38
81
$327K 0.22%
1,921
-1
82
$315K 0.21%
7,287
83
$307K 0.21%
15,788
-473
84
$305K 0.21%
1,116
+11
85
$301K 0.2%
3,269
86
$294K 0.2%
778
-26
87
$290K 0.2%
7,531
-127
88
$283K 0.19%
2,150
89
$277K 0.19%
1,331
+1
90
$272K 0.18%
1,084
-10
91
$269K 0.18%
1,267
92
$267K 0.18%
8,776
+2
93
$266K 0.18%
120,000
94
$260K 0.18%
1,355
95
$256K 0.17%
17,512
-309
96
$255K 0.17%
2,296
-154
97
$252K 0.17%
1,619
+4
98
$252K 0.17%
1,738
-50
99
$248K 0.17%
17,076
+215
100
$247K 0.17%
300
1 2 3
4
5