PWM
Purus Wealth Management Portfolio holdings
AUM
$288M
This Quarter Return
-5.39%
1 Year Return
+26.23%
3 Year Return
+145.54%
5 Year Return
–
10 Year Return
–
AUM
$235M
AUM Growth
+$235M
(-7%)
Cap. Flow
+$319K
Cap. Flow
% of AUM
0.14%
Top 10 Holdings %
Top 10 Hldgs %
48.59%
Holding
125
New
2
Increased
50
Reduced
55
Closed
6
Top Buys
| 1 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$658K |
| 2 |
Uber
UBER
|
$284K |
| 3 |
Apple
AAPL
|
$273K |
| 4 |
Arm
ARM
|
$231K |
| 5 |
Palantir
PLTR
|
$223K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$463K |
| 2 |
Constellation Brands
STZ
|
$237K |
| 3 |
Generac Holdings
GNRC
|
$229K |
| 4 |
Regeneron Pharmaceuticals
REGN
|
$214K |
| 5 |
ASML
ASML
|
$207K |
Sector Composition
| 1 | Technology | 28.13% |
| 2 | Industrials | 8.23% |
| 3 | Financials | 7.7% |
| 4 | Healthcare | 7.26% |
| 5 | Consumer Staples | 6.33% |
