PWM

Palacios Wealth Management Portfolio holdings

AUM $152M
1-Year Est. Return 47.39%
This Quarter Est. Return
1 Year Est. Return
+47.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$23.5M
3
+$407K
4
NVDA icon
NVIDIA
NVDA
+$365K
5
RYLD icon
Global X Russell 2000 Covered Call ETF
RYLD
+$342K

Top Sells

1
+$204K
2
+$202K
3
+$163K
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$157K
5
PLTR icon
Palantir
PLTR
+$119K

Sector Composition

1 Technology 33.41%
2 Healthcare 22.34%
3 Consumer Staples 19.66%
4 Communication Services 4.95%
5 Consumer Discretionary 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$847K 0.63%
5,478
+33
27
$699K 0.52%
42,023
-478
28
$695K 0.52%
1,482
29
$684K 0.51%
15,074
-785
30
$635K 0.47%
28,655
-55
31
$572K 0.42%
2,330
-2
32
$569K 0.42%
20,118
-600
33
$568K 0.42%
15,743
-345
34
$538K 0.4%
1,048
-27
35
$532K 0.4%
5,433
+35
36
$490K 0.36%
5,582
-63
37
$482K 0.36%
10,160
+5,775
38
$477K 0.35%
7,816
39
$408K 0.3%
2,325
-90
40
$407K 0.3%
+2,054
41
$403K 0.3%
5,675
-145
42
$396K 0.29%
3,326
-155
43
$351K 0.26%
10,726
+10,059
44
$343K 0.25%
5,553
-230
45
$341K 0.25%
5,685
46
$327K 0.24%
9,938
-4,793
47
$319K 0.24%
1,369
48
$303K 0.23%
3,525
49
$303K 0.22%
2,709
-90
50
$274K 0.2%
2,779
-195
1
2
3