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
$236M
AUM Growth
+$9.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$335K
3
+$228K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$218K
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$217K

Top Sells

1
+$704K
2
+$259K
3
+$258K
4
AAPL icon
Apple
AAPL
+$213K
5
BAC icon
Bank of America
BAC
+$205K

Sector Composition

1 Technology 31.79%
2 Healthcare 7.88%
3 Industrials 7.71%
4 Financials 6.36%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$418K 0.18%
3,332
+266
77
$415K 0.18%
13,657
+4,129
78
$412K 0.17%
4,803
-21
79
$390K 0.17%
2,200
+200
80
$389K 0.16%
1,435
+1
81
$378K 0.16%
966
-29
82
$357K 0.15%
1,262
83
$348K 0.15%
8,446
-6
84
$345K 0.15%
1,919
85
$335K 0.14%
1,125
-25
86
$335K 0.14%
+9,004
87
$335K 0.14%
6,441
-117
88
$332K 0.14%
6,802
-10
89
$315K 0.13%
300
90
$314K 0.13%
1,879
-273
91
$288K 0.12%
3,976
+165
92
$287K 0.12%
13,054
+163
93
$283K 0.12%
26,800
-1,917
94
$282K 0.12%
1,975
+291
95
$282K 0.12%
4,349
+119
96
$281K 0.12%
2,015
-129
97
$276K 0.12%
1,072
+1
98
$271K 0.11%
4,183
+7
99
$270K 0.11%
324
100
$265K 0.11%
2,967
-200
1 2 3
4
5