PWM

Purus Wealth Management Portfolio holdings

AUM $321M
1-Year Est. Return 29.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.79%
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
+$2.56M
2
+$2.35M
3
+$2.27M
4
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$1.81M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.36M

Top Sells

1
+$4.95M
2
+$2.01M
3
+$1.76M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$1.62M
5
FXZ icon
First Trust Materials AlphaDEX Fund
FXZ
+$1.14M

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
126
– –
-5,477
2 3 4 5
6