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
$110M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$248K
2
+$237K
3
+$235K
4
CAT icon
Caterpillar
CAT
+$225K
5
PFE icon
Pfizer
PFE
+$221K

Top Sells

1
+$223K
2
+$212K
3
+$210K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$207K
5
COST icon
Costco
COST
+$136K

Sector Composition

1 Technology 20.03%
2 Industrials 11.46%
3 Financials 9.55%
4 Consumer Staples 6.4%
5 Consumer Discretionary 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$217K 0.2%
937
+20
102
$216K 0.2%
300
103
$203K 0.18%
+1,998
104
$202K 0.18%
1,836
+10
105
$129K 0.12%
10,123
106
$17K 0.02%
10,000
107
$3.26K ﹤0.01%
20,000
108
– –
-2,150
109
– –
-1,267
110
– –
-8,697
1 2 3 4
5