PWM

Purus Wealth Management Portfolio holdings

AUM $321M
1-Year Est. Return 29.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$838K
3
+$724K
4
QQQJ icon
Invesco NASDAQ Next Gen 100 ETF
QQQJ
+$707K
5
MSFT icon
Microsoft
MSFT
+$688K

Top Sells

1
+$957K
2
+$270K
3
+$221K
4
TER icon
Teradyne
TER
+$106K
5
NUE icon
Nucor
NUE
+$88K

Sector Composition

1 Technology 31.79%
2 Industrials 8.19%
3 Financials 6.93%
4 Healthcare 6.5%
5 Consumer Staples 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$612K 0.21%
6,869
-3
77
$592K 0.21%
1,943
78
$552K 0.19%
6,660
79
$528K 0.18%
18,251
+5,971
80
$526K 0.18%
1,730
+598
81
$517K 0.18%
3,274
82
$508K 0.18%
2,182
-41
83
$502K 0.17%
20,613
-125
84
$499K 0.17%
1,027
+112
85
$493K 0.17%
14,417
-269
86
$483K 0.17%
1,982
-7
87
$476K 0.17%
+13,560
88
$455K 0.16%
9,004
-714
89
$408K 0.14%
2,561
+205
90
$379K 0.13%
4,066
+170
91
$373K 0.13%
2,105
+172
92
$371K 0.13%
8,077
-143
93
$368K 0.13%
8,449
94
$357K 0.12%
3,257
-115
95
$353K 0.12%
3,870
-35
96
$342K 0.12%
6,436
-45
97
$335K 0.12%
+1,136
98
$331K 0.11%
837
-50
99
$326K 0.11%
+2,153
100
$324K 0.11%
6,580
+395
2 3
4
5 6