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
$226M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$909K
2
+$561K
3
+$528K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$476K
5
MSFT icon
Microsoft
MSFT
+$468K

Top Sells

1
+$369K
2
+$278K
3
+$216K
4
GE icon
GE Aerospace
GE
+$119K
5
TSLA icon
Tesla
TSLA
+$113K

Sector Composition

1 Technology 32.95%
2 Healthcare 7.83%
3 Industrials 7.59%
4 Financials 6.39%
5 Consumer Staples 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$252K 0.11%
2,144
102
$252K 0.11%
2,840
+115
103
$246K 0.11%
12,891
+183
104
$234K 0.1%
6,223
-10
105
$232K 0.1%
6,331
106
$232K 0.1%
1,173
107
$229K 0.1%
450
108
$228K 0.1%
669
+15
109
$219K 0.1%
2,207
-169
110
$216K 0.1%
1,637
-135
111
$210K 0.09%
1,435
-53
112
$205K 0.09%
+5,158
113
$204K 0.09%
4,412
114
$202K 0.09%
1,805
115
$201K 0.09%
1,105
+50
116
$1.92K ﹤0.01%
13,155
117
– –
-1,862
118
– –
-8,125
1 2 3 4
5