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
$173M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$2.07M
3
+$575K
4
UNH icon
UnitedHealth
UNH
+$237K
5
BMA icon
Banco Macro
BMA
+$230K

Top Sells

1
+$1.65M
2
+$338K
3
+$239K
4
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$208K
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$196K

Sector Composition

1 Technology 26.06%
2 Industrials 8.28%
3 Financials 8.11%
4 Consumer Staples 5.9%
5 Consumer Discretionary 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$366K 0.21%
15,227
-1,471
77
$364K 0.21%
1,395
+40
78
$359K 0.21%
738
-40
79
$354K 0.21%
3,269
80
$353K 0.2%
3,527
+409
81
$343K 0.2%
6,642
-1,833
82
$343K 0.2%
2,918
-671
83
$337K 0.2%
1,973
84
$334K 0.19%
15,707
-1,358
85
$330K 0.19%
27,080
-868
86
$319K 0.18%
1,432
+101
87
$318K 0.18%
2,196
-100
88
$317K 0.18%
6,987
-544
89
$317K 0.18%
1,072
-44
90
$311K 0.18%
2,393
+18
91
$309K 0.18%
17,306
+230
92
$303K 0.18%
2,150
93
$302K 0.18%
8,776
94
$299K 0.17%
1,262
-5
95
$288K 0.17%
1,648
-90
96
$286K 0.17%
4,162
+189
97
$284K 0.16%
7,287
98
$276K 0.16%
16,423
+194
99
$275K 0.16%
9,384
-283
100
$273K 0.16%
13,624
-2,164
1 2 3
4
5