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
$236M
AUM Growth
+$9.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$335K
3
+$228K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$218K
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$217K

Top Sells

1
+$704K
2
+$259K
3
+$258K
4
AAPL icon
Apple
AAPL
+$213K
5
BAC icon
Bank of America
BAC
+$205K

Sector Composition

1 Technology 31.79%
2 Healthcare 7.88%
3 Industrials 7.71%
4 Financials 6.36%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$263K 0.11%
450
102
$263K 0.11%
1,653
+16
103
$243K 0.1%
2,202
-5
104
$242K 0.1%
670
+1
105
$239K 0.1%
6,331
106
$233K 0.1%
1,439
+4
107
$228K 0.1%
+1,797
108
$224K 0.1%
1,173
109
$224K 0.09%
4,379
-33
110
$218K 0.09%
2,420
-420
111
$218K 0.09%
+8,600
112
$215K 0.09%
5,477
-746
113
$214K 0.09%
1,806
+1
114
$213K 0.09%
3,235
+23
115
$208K 0.09%
+816
116
$206K 0.09%
6,665
-1,986
117
$1.8K ﹤0.01%
13,155
118
– –
-1,105
119
– –
-5,158
120
– –
-2,420
121
– –
-1,574
1 2 3 4
5