PWM
Purus Wealth Management Portfolio holdings
AUM
$288M
This Quarter Return
+10.27%
1 Year Return
+26.23%
3 Year Return
+145.54%
5 Year Return
–
10 Year Return
–
AUM
$226M
AUM Growth
+$226M
(+12%)
Cap. Flow
+$37.9M
Cap. Flow
% of AUM
16.75%
Top 10 Holdings %
Top 10 Hldgs %
50.28%
Holding
118
New
5
Increased
55
Reduced
38
Closed
2
Top Buys
| 1 |
NVIDIA
NVDA
|
$31M |
| 2 |
First Trust Growth Strength ETF
FTGS
|
$909K |
| 3 |
Costco
COST
|
$561K |
| 4 |
Broadcom
AVGO
|
$528K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$476K |
Top Sells
| 1 |
Invesco Solar ETF
TAN
|
$369K |
| 2 |
Intuitive Surgical
ISRG
|
$278K |
| 3 |
iShares US Home Construction ETF
ITB
|
$216K |
| 4 |
Tesla
TSLA
|
$113K |
| 5 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$56.4K |
Sector Composition
| 1 | Technology | 32.95% |
| 2 | Healthcare | 7.83% |
| 3 | Industrials | 7.59% |
| 4 | Financials | 6.39% |
| 5 | Consumer Staples | 6.13% |
