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
$321M
AUM Growth
+$7.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Sells

1 +$859K
2 +$742K
3 +$340K
4
ARM icon
Arm
ARM
+$324K
5
QDEC icon
FT Vest Growth-100 Buffer ETF December
QDEC
+$298K

Sector Composition

1 Technology 34.57%
2 Industrials 7.51%
3 Financials 6.19%
4 Healthcare 5.99%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BUG icon
151
Global X Cybersecurity ETF
BUG
$819M
-6,340
CF icon
152
CF Industries
CF
$16.3B
-2,592
ITW icon
153
Illinois Tool Works
ITW
$82.4B
-780
OKLO
154
Oklo
OKLO
$9.89B
-2,150