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
$253M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.33M
3
+$2.29M
4
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$1.7M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.33M

Top Sells

1
+$4.98M
2
+$2.16M
3
+$1.84M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$1.55M
5
FXZ icon
First Trust Materials AlphaDEX Fund
FXZ
+$1.02M

Sector Composition

1 Technology 31.94%
2 Industrials 7.11%
3 Financials 7.09%
4 Healthcare 6.92%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$472K 0.19%
1,948
-2
77
$472K 0.19%
3,274
+5
78
$462K 0.18%
14,717
-14,070
79
$444K 0.18%
980
-30
80
$412K 0.16%
1,919
81
$396K 0.16%
8,568
-1,252
82
$393K 0.16%
1,084
+118
83
$363K 0.14%
1,252
-10
84
$362K 0.14%
2,356
-250
85
$358K 0.14%
1,881
+2
86
$354K 0.14%
1,436
+1
87
$349K 0.14%
1,105
-20
88
$341K 0.14%
8,446
89
$322K 0.13%
6,321
-120
90
$319K 0.13%
6,536
-266
91
$316K 0.13%
3,996
+20
92
$312K 0.12%
2,674
-133
93
$301K 0.12%
13,197
+143
94
$291K 0.12%
886
+70
95
$290K 0.11%
2,892
-75
96
$289K 0.11%
3,898
-285
97
$282K 0.11%
3,140
+720
98
$273K 0.11%
+1,560
99
$266K 0.11%
3,589
+354
100
$257K 0.1%
2,153
-49
2 3
4
5 6