PWM

Purus Wealth Management Portfolio holdings

AUM $313M
1-Year Est. Return 33.48%
This Quarter Est. Return
1 Year Est. Return
+33.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$658K
2
+$284K
3
+$273K
4
ARM icon
Arm
ARM
+$231K
5
PLTR icon
Palantir
PLTR
+$223K

Top Sells

1
+$463K
2
+$237K
3
+$229K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$214K
5
ASML icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$270K 0.11%
1,560
102
$264K 0.11%
3,649
+60
103
$240K 0.1%
1,448
+4
104
$237K 0.1%
2,117
-36
105
$236K 0.1%
450
106
$229K 0.1%
7,992
107
$229K 0.1%
4,315
108
$226K 0.1%
2,015
109
$224K 0.1%
5,372
-94
110
$223K 0.09%
2,849
-71
111
$221K 0.09%
8,885
+285
112
$217K 0.09%
6,331
113
$207K 0.09%
6,404
-128
114
$206K 0.09%
1,808
+1
115
$206K 0.09%
+994
116
$204K 0.09%
1,173
117
$187K 0.08%
16,661
+31
118
$184K 0.08%
18,380
-5,350
119
$96.2K 0.04%
13,525
+250
120
– –
-300
121
– –
-1,475
122
– –
-970
123
– –
-1,072
124
– –
-13,155
125
– –
-298
1 2 3 4
5