PWM

Palacios Wealth Management Portfolio holdings

AUM $131M
1-Year Est. Return 39.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+39.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$5.26M
3
+$4M
4
RYLD icon
Global X Russell 2000 Covered Call ETF
RYLD
+$3.74M
5
AAPL icon
Apple
AAPL
+$3.07M

Top Sells

No sells this quarter

Sector Composition

1 Technology 56.61%
2 Communication Services 7.75%
3 Consumer Discretionary 6.33%
4 Healthcare 4.99%
5 Financials 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$251K 0.27%
+1,817
52
$237K 0.26%
+1,408
53
$234K 0.25%
+554
54
$231K 0.25%
+4,385
55
$231K 0.25%
+1,281
56
$226K 0.24%
+2,339
57
$221K 0.24%
+1,262
58
$204K 0.22%
+6,279
59
$202K 0.22%
+897
60
$175K 0.19%
+17,668
61
$163K 0.18%
+10,431
62
$163K 0.18%
+41,624
63
$49.7K 0.05%
+12,080
1 2
3