PWM

Purus Wealth Management Portfolio holdings

AUM $313M
1-Year Est. Return 33.48%
This Quarter Est. Return
1 Year Est. Return
+33.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$658K
2
+$284K
3
+$273K
4
ARM icon
Arm
ARM
+$231K
5
PLTR icon
Palantir
PLTR
+$223K

Top Sells

1
+$463K
2
+$237K
3
+$229K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$214K
5
ASML icon
ASML
ASML
+$207K

Sector Composition

1 Technology 28.13%
2 Industrials 8.23%
3 Financials 7.7%
4 Healthcare 7.26%
5 Consumer Staples 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$454K 0.19%
9,718
-100
77
$454K 0.19%
2,210
+6
78
$442K 0.19%
4,140
+2,165
79
$442K 0.19%
3,274
80
$437K 0.19%
14,686
-31
81
$431K 0.18%
20,738
-381
82
$429K 0.18%
1,302
+218
83
$424K 0.18%
1,670
+565
84
$375K 0.16%
8,220
-348
85
$362K 0.15%
2,356
86
$360K 0.15%
1,180
+294
87
$347K 0.15%
12,280
-917
88
$335K 0.14%
1,437
+1
89
$330K 0.14%
887
+173
90
$322K 0.14%
2,678
+4
91
$319K 0.14%
8,449
+3
92
$312K 0.13%
6,191
-130
93
$311K 0.13%
1,132
-120
94
$306K 0.13%
3,905
+7
95
$304K 0.13%
6,481
-55
96
$302K 0.13%
1,933
+52
97
$300K 0.13%
3,372
+480
98
$291K 0.12%
3,340
+200
99
$291K 0.12%
6,185
+2,300
100
$284K 0.12%
+3,896
1 2 3
4
5