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
$109M
AUM Growth
-$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$451K
2
+$384K
3
+$379K
4
AAPL icon
Apple
AAPL
+$291K
5
OXY.WS icon
Occidental Petroleum Corp Warrants
OXY.WS
+$289K

Top Sells

1
+$226K
2
+$208K
3
+$204K
4
ARKK icon
ARK Innovation ETF
ARKK
+$159K
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$88.3K

Sector Composition

1 Technology 19.05%
2 Industrials 10.93%
3 Financials 8.89%
4 Consumer Staples 6.81%
5 Consumer Discretionary 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$204K 0.19%
6,512
+84
102
$122K 0.11%
10,123
-36
103
$17K 0.02%
+10,000
104
$4K ﹤0.01%
20,000
105
– –
-4,304
106
– –
-2,235
107
– –
-4,312
1 2 3 4
5