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
$253M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.33M
3
+$2.29M
4
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$1.7M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.33M

Top Sells

1
+$4.98M
2
+$2.16M
3
+$1.84M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$1.55M
5
FXZ icon
First Trust Materials AlphaDEX Fund
FXZ
+$1.02M

Sector Composition

1 Technology 31.94%
2 Industrials 7.11%
3 Financials 7.09%
4 Healthcare 6.92%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$257K 0.1%
714
+44
102
$249K 0.1%
2,920
-1,883
103
$244K 0.1%
1,975
104
$240K 0.1%
+5,466
105
$237K 0.09%
1,072
106
$237K 0.09%
6,331
107
$235K 0.09%
23,730
-3,070
108
$234K 0.09%
4,315
-64
109
$229K 0.09%
1,475
-178
110
$228K 0.09%
450
111
$225K 0.09%
2,015
112
$221K 0.09%
1,173
113
$219K 0.09%
1,807
+1
114
$214K 0.08%
300
115
$210K 0.08%
6,532
-133
116
$209K 0.08%
8,600
117
$209K 0.08%
1,444
+5
118
$207K 0.08%
+3,885
119
$207K 0.08%
298
-26
120
$203K 0.08%
970
-1,221
121
$192K 0.08%
+16,630
122
$129K 0.05%
+13,275
123
$1.58K ﹤0.01%
13,155
124
– –
-1,797
125
– –
-4,349
2 3 4
5
6