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
$127M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$986K
2
+$714K
3
+$281K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$228K
5
GM icon
General Motors
GM
+$217K

Top Sells

1
+$221K
2
+$92.3K
3
+$71.1K
4
AAPL icon
Apple
AAPL
+$64.2K
5
V icon
Visa
V
+$46.3K

Sector Composition

1 Technology 23.76%
2 Industrials 10.06%
3 Financials 8.64%
4 Consumer Staples 5.97%
5 Consumer Discretionary 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$247K 0.19%
300
102
$245K 0.19%
1,069
+130
103
$241K 0.19%
1,886
+50
104
$239K 0.19%
2,209
-124
105
$235K 0.19%
2,185
-50
106
$231K 0.18%
6,682
+95
107
$226K 0.18%
+1,560
108
$224K 0.18%
+2,150
109
$215K 0.17%
+7,776
110
$211K 0.17%
+5,745
111
$149K 0.12%
10,123
112
$4.23K ﹤0.01%
20,000
113
– –
-4,311
114
– –
-10,000
1 2 3 4
5