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
$127M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$992K
2
+$751K
3
+$287K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$226K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$224K

Top Sells

1
+$221K
2
+$100K
3
+$75.7K
4
AAPL icon
Apple
AAPL
+$71.7K
5
NVDA icon
NVIDIA
NVDA
+$47.8K

Sector Composition

1 Technology 23.76%
2 Industrials 10.06%
3 Financials 8.64%
4 Consumer Staples 5.97%
5 Consumer Discretionary 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.97M 6.29%
286,890
-1,720
2
$7.85M 6.2%
47,611
-435
3
$6.99M 5.52%
14,071
-57
4
$5.96M 4.71%
36,516
-464
5
$5.04M 3.98%
22,340
-208
6
$4.58M 3.62%
14,272
-313
7
$4.34M 3.43%
59,516
-599
8
$3.54M 2.8%
70,588
-456
9
$3.16M 2.49%
78,284
-392
10
$3.13M 2.47%
30,301
-277
11
$2.98M 2.35%
76,103
-830
12
$2.9M 2.29%
7,537
-36
13
$2.87M 2.27%
95,474
-475
14
$2.75M 2.17%
26,484
+92
15
$2.69M 2.13%
60,041
-504
16
$2.66M 2.1%
9,220
+45
17
$2.17M 1.71%
33,790
-300
18
$2.03M 1.6%
20,725
+1,921
19
$1.84M 1.46%
7,622
20
$1.67M 1.32%
25,550
-371
21
$1.61M 1.28%
15,018
-69
22
$1.57M 1.24%
7,586
+22
23
$1.51M 1.2%
15,459
-70
24
$1.45M 1.15%
24,398
+135
25
$1.44M 1.14%
34,364
-80
1
2 3 4 5