PWM
Purus Wealth Management Portfolio holdings
AUM
$288M
This Quarter Return
+12.89%
1 Year Return
+26.23%
3 Year Return
+145.54%
5 Year Return
–
10 Year Return
–
AUM
$154M
AUM Growth
+$154M
(+22%)
Cap. Flow
+$13M
Cap. Flow
% of AUM
8.43%
Top 10 Holdings %
Top 10 Hldgs %
40.55%
Holding
125
New
13
Increased
41
Reduced
52
Closed
7
Top Buys
| 1 |
FT Vest Fund of Buffer ETFs
BUFR
|
$5.37M |
| 2 |
First Trust NASDAQ Cybersecurity ETF
CIBR
|
$1.39M |
| 3 |
First Trust India Nifty 50 Equal Weight ETF
NFTY
|
$1.37M |
| 4 |
ARK Fintech Innovation ETF
ARKF
|
$1.19M |
| 5 |
ARK Web x.0 ETF
ARKW
|
$1.12M |
Top Sells
| 1 |
ARK Innovation ETF
ARKK
|
$1.37M |
| 2 |
First Trust Mid Cap Growth AlphaDEX Fund
FNY
|
$919K |
| 3 |
Invesco QQQ Trust
QQQ
|
$860K |
| 4 |
First Trust Health Care AlphaDEX Fund
FXH
|
$529K |
| 5 |
Amplify Travel Tech ETF
AWAY
|
$410K |
Sector Composition
| 1 | Technology | 25.16% |
| 2 | Industrials | 8.93% |
| 3 | Financials | 8.05% |
| 4 | Consumer Staples | 5.58% |
| 5 | Consumer Discretionary | 4.79% |
