PWM

Purus Wealth Management Portfolio holdings

AUM $314M
1-Year Est. Return 34.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$596K
2
+$351K
3
+$315K
4
GEV icon
GE Vernova
GEV
+$277K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$223K

Top Sells

1
+$318K
2
+$275K
3
+$251K
4
AMZN icon
Amazon
AMZN
+$215K
5
PFE icon
Pfizer
PFE
+$212K

Sector Composition

1 Technology 34.71%
2 Industrials 7.86%
3 Financials 6.33%
4 Consumer Discretionary 5.28%
5 Healthcare 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$360K 0.11%
+15,113
102
$350K 0.11%
7,627
-450
103
$347K 0.11%
2,090
-27
104
$341K 0.11%
1,208
+72
105
$339K 0.11%
5,218
+1,319
106
$333K 0.11%
6,356
-80
107
$321K 0.1%
+1,690
108
$317K 0.1%
857
+20
109
$314K 0.1%
1,692
+314
110
$296K 0.09%
2,918
111
$289K 0.09%
299
-12
112
$282K 0.09%
6,331
113
$275K 0.09%
904
+114
114
$274K 0.09%
5,394
-759
115
$269K 0.09%
1,173
116
$269K 0.09%
1,160
+8
117
$268K 0.09%
5,190
-345
118
$266K 0.08%
1,627
-526
119
$265K 0.08%
767
-1
120
$258K 0.08%
6,506
+100
121
$258K 0.08%
3,312
-190
122
$257K 0.08%
1,896
-29
123
$255K 0.08%
8,156
+123
124
$254K 0.08%
4,275
125
$247K 0.08%
3,383
+65
2 3 4
5
6