PWM
Purus Wealth Management Portfolio holdings
AUM
$314M
1-Year Est. Return
34.53%
This Fund
S&P 500
1 Year Est. Return
+34.53%
AUM
$314M
AUM Growth
-$6.95M
(-2.2%)
Holding
163
Top Buys
| 1 | +$1.25M | |
| 2 | +$792K | |
| 3 | +$718K | |
| 4 |
First Trust RBA American Industrial Renaissance ETF
AIRR
|
+$705K |
| 5 |
First Trust Mid Cap Core AlphaDEX Fund
FNX
|
+$686K |
Top Sells
| 1 | +$622K | |
| 2 | +$387K | |
| 3 | +$382K | |
| 4 |
FT Vest Growth-100 Buffer ETF December
QDEC
|
+$352K |
| 5 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$314K |
Sector Composition
| 1 | Technology | 33.13% |
| 2 | Industrials | 8.51% |
| 3 | Healthcare | 5.45% |
| 4 | Consumer Staples | 5.31% |
| 5 | Financials | 5.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Ford
F
$51.6B
| $210K | 0.07% |
18,156
+66
|
|
||
152
Vistra
VST
$55.3B
| $209K | 0.07% |
1,387
+109
|
|
||
153
Invesco S&P 500 Pure Growth ETF
RPG
$1.79B
| $206K | 0.07% |
4,410
|
|
||
154
Allstate
ALL
$55.8B
| $206K | 0.07% |
994
|
|
||
155
Pfizer
PFE
$157B
| $202K | 0.06% |
+7,192
|
|
||
156
Invesco Preferred ETF
PGX
$3.94B
| $183K | 0.06% |
16,794
+35
|
|
||
157
Archer Aviation
ACHR
$4.58B
| $68.6K | 0.02% |
13,271
-275
|
|
||
158
Constellation Energy
CEG
$107B
| – | – |
-614
|
|
||
159
Walt Disney
DIS
$188B
| – | – |
-1,932
|
|
||
160
iShares Bitcoin Trust
IBIT
$60.9B
| – | – |
-5,195
|
|
||
161
Saic
SAIC
$4.14B
| – | – |
-2,015
|
|
||
162
Toast
TOST
$17.1B
| – | – |
-5,802
|
|
||
163
UnitedHealth
UNH
$295B
| – | – |
-852
|
|