PWM
Purus Wealth Management Portfolio holdings
AUM
$288M
This Quarter Return
+16.32%
1 Year Return
+26.23%
3 Year Return
+145.54%
5 Year Return
–
10 Year Return
–
AUM
$127M
AUM Growth
+$127M
(+15%)
Cap. Flow
+$2.47M
Cap. Flow
% of AUM
1.95%
Top 10 Holdings %
Top 10 Hldgs %
41.5%
Holding
114
New
7
Increased
34
Reduced
58
Closed
2
Top Buys
Top Sells
| 1 |
Pfizer
PFE
|
$221K |
| 2 |
Invesco QQQ Trust
QQQ
|
$100K |
| 3 |
Waste Management
WM
|
$75.7K |
| 4 |
Apple
AAPL
|
$71.7K |
| 5 |
NVIDIA
NVDA
|
$47.8K |
Sector Composition
| 1 | Technology | 23.76% |
| 2 | Industrials | 10.06% |
| 3 | Financials | 8.64% |
| 4 | Consumer Staples | 5.97% |
| 5 | Consumer Discretionary | 5.08% |
