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
$288M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.06M
3
+$864K
4
MSFT icon
Microsoft
MSFT
+$788K
5
AVGO icon
Broadcom
AVGO
+$775K

Top Sells

1
+$961K
2
+$270K
3
+$221K
4
TER icon
Teradyne
TER
+$120K
5
NUE icon
Nucor
NUE
+$97.5K

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
LOW icon
101
Lowe's Companies
LOW
$137B
$319K 0.11%
1,438
+1
PEP icon
102
PepsiCo
PEP
$210B
$318K 0.11%
+2,410
TQQQ icon
103
ProShares UltraPro QQQ
TQQQ
$28.1B
$313K 0.11%
3,771
-225
VST icon
104
Vistra
VST
$68.2B
$309K 0.11%
+1,593
FPX icon
105
First Trust US Equity Opportunities ETF
FPX
$1.14B
$307K 0.11%
2,117
FMB icon
106
First Trust Managed Municipal ETF
FMB
$1.92B
$307K 0.11%
6,153
-38
QQQE icon
107
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.24B
$287K 0.1%
2,918
-422
EQT icon
108
EQT Corp
EQT
$33.7B
$275K 0.1%
+4,717
EW icon
109
Edwards Lifesciences
EW
$43.8B
$274K 0.1%
3,502
-147
LRCX icon
110
Lam Research
LRCX
$178B
$267K 0.09%
+2,740
BAC icon
111
Bank of America
BAC
$376B
$262K 0.09%
5,535
+163
RSPT icon
112
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.28B
$258K 0.09%
6,331
SOLV icon
113
Solventum
SOLV
$12.5B
$252K 0.09%
+3,318
TOST icon
114
Toast
TOST
$21.9B
$251K 0.09%
+5,672
QTEC icon
115
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.91B
$250K 0.09%
1,173
NUE icon
116
Nucor
NUE
$30.2B
$249K 0.09%
1,925
-753
ASML icon
117
ASML
ASML
$400B
$249K 0.09%
+311
EPD icon
118
Enterprise Products Partners
EPD
$65.4B
$249K 0.09%
+8,033
CF icon
119
CF Industries
CF
$13.5B
$245K 0.09%
2,662
-187
DIS icon
120
Walt Disney
DIS
$199B
$242K 0.08%
+1,954
UNH icon
121
UnitedHealth
UNH
$323B
$240K 0.08%
768
+318
FXO icon
122
First Trust Financials AlphaDEX Fund
FXO
$2.13B
$240K 0.08%
4,275
-40
IBIT icon
123
iShares Bitcoin Trust
IBIT
$81.5B
$239K 0.08%
+3,899
BA icon
124
Boeing
BA
$161B
$238K 0.08%
+1,136
BUG icon
125
Global X Cybersecurity ETF
BUG
$1.1B
$236K 0.08%
6,351
-53
2 3 4
5
6