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
$203M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$10.5M
2 +$528K
3 +$462K
4
COST icon
Costco
COST
+$437K
5
DE icon
Deere & Co
DE
+$387K

Top Sells

1 +$1.46M
2 +$674K
3 +$605K
4
BSBR icon
Santander
BSBR
+$524K
5
SUPV
Grupo Supervielle
SUPV
+$487K

Sector Composition

1 Technology 28.84%
2 Industrials 8.37%
3 Healthcare 8.19%
4 Financials 6.63%
5 Consumer Staples 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-120,000
127
-4,978
128
-2,393
129
-13,686
130
-3,527