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
$112M
AUM Growth
-$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$547K
2
+$219K
3
+$211K
4
AMZN icon
Amazon
AMZN
+$152K
5
F icon
Ford
F
+$57.5K

Top Sells

1
+$284K
2
+$265K
3
+$257K
4
DIS icon
Walt Disney
DIS
+$246K
5
QTEC icon
First Trust NASDAQ-100 Technology Index Fund
QTEC
+$244K

Sector Composition

1 Technology 20.01%
2 Industrials 10.89%
3 Financials 8.76%
4 Consumer Staples 6.52%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4K ﹤0.01%
20,000
102
– –
-1,602
103
– –
-1,135
104
– –
-1,795
105
– –
-5,030
106
– –
-6,909
107
– –
-7,570
108
– –
-300
109
– –
-2,202
110
– –
-6,385
111
– –
0
112
– –
-8,830
113
– –
-2,427
114
– –
-3,950
115
– –
-10,664
1 2 3 4
5