PWM

Purus Wealth Management Portfolio holdings

AUM $314M
1-Year Est. Return 34.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$596K
2
+$351K
3
+$315K
4
GEV icon
GE Vernova
GEV
+$277K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$223K

Top Sells

1
+$318K
2
+$275K
3
+$251K
4
AMZN icon
Amazon
AMZN
+$215K
5
PFE icon
Pfizer
PFE
+$212K

Sector Composition

1 Technology 34.71%
2 Industrials 7.86%
3 Financials 6.33%
4 Consumer Discretionary 5.28%
5 Healthcare 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$625K 0.2%
7,534
+874
77
$618K 0.2%
3,269
-5
78
$586K 0.19%
4,140
79
$573K 0.18%
13,036
-3,113
80
$568K 0.18%
1,732
+2
81
$560K 0.18%
+2,362
82
$523K 0.17%
18,836
-1,777
83
$520K 0.17%
18,418
+167
84
$514K 0.16%
1,023
-4
85
$510K 0.16%
2,094
-11
86
$507K 0.16%
14,123
-294
87
$499K 0.16%
13,736
+176
88
$490K 0.16%
9,005
+1
89
$465K 0.15%
1,980
-2
90
$434K 0.14%
2,188
-127
91
$433K 0.14%
2,601
+40
92
$410K 0.13%
2,095
+502
93
$404K 0.13%
6,630
+50
94
$398K 0.13%
4,066
95
$395K 0.13%
8,298
-151
96
$391K 0.12%
7,564
+22
97
$380K 0.12%
3,307
+50
98
$367K 0.12%
2,740
99
$362K 0.12%
1,439
+1
100
$362K 0.12%
3,787
-83
2 3
4
5 6