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
$226M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$909K
2
+$561K
3
+$528K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$476K
5
MSFT icon
Microsoft
MSFT
+$468K

Top Sells

1
+$369K
2
+$278K
3
+$216K
4
GE icon
GE Aerospace
GE
+$119K
5
TSLA icon
Tesla
TSLA
+$113K

Sector Composition

1 Technology 32.95%
2 Healthcare 7.83%
3 Industrials 7.59%
4 Financials 6.39%
5 Consumer Staples 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$373K 0.16%
+1,892
77
$360K 0.16%
28,717
+1,625
78
$358K 0.16%
4,824
-42
79
$356K 0.16%
4,230
+19
80
$338K 0.15%
1,262
81
$336K 0.15%
1,919
-27
82
$335K 0.15%
6,558
-21
83
$331K 0.15%
995
-34
84
$331K 0.15%
324
+1
85
$319K 0.14%
2,000
86
$316K 0.14%
1,434
+1
87
$315K 0.14%
300
88
$313K 0.14%
6,812
-68
89
$313K 0.14%
8,452
-80
90
$308K 0.14%
4,176
+7
91
$297K 0.13%
3,212
+160
92
$292K 0.13%
1,150
+80
93
$281K 0.12%
3,811
94
$276K 0.12%
1,071
-2
95
$276K 0.12%
+1,684
96
$275K 0.12%
3,167
-23
97
$266K 0.12%
+9,528
98
$259K 0.11%
1,574
99
$258K 0.11%
2,420
+30
100
$256K 0.11%
8,651
-297
1 2 3
4
5