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
$253M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Sells

1 +$4.98M
2 +$2.16M
3 +$1.84M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$1.55M
5
FXZ icon
First Trust Materials AlphaDEX Fund
FXZ
+$1.02M

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