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
$145M
AUM Growth
+$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$785K
2 +$630K
3 +$600K
4
RTX icon
RTX Corp
RTX
+$512K
5
UPST icon
Upstart Holdings
UPST
+$493K

Sector Composition

1 Technology 19.04%
2 Financials 8.67%
3 Industrials 7.54%
4 Consumer Discretionary 6.09%
5 Healthcare 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$200K 0.14%
+10,792
102
$184K 0.13%
+11,010
103
$183K 0.13%
10,470
+118
104
$10K 0.01%
20,000
105
0
106
-4,078
107
-5,622
108
-279