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
51
$263K 0.2%
1,790
-27
52
$258K 0.19%
4,835
53
$256K 0.19%
1,281
54
$241K 0.18%
4,946
-2
55
$231K 0.17%
2,339
56
$231K 0.17%
1,355
-53
57
$228K 0.17%
5,462
58
$228K 0.17%
+1,157
59
$215K 0.16%
1,262
60
$212K 0.16%
554
61
$149K 0.11%
41,624
62
$135K 0.1%
13,468
-4,200
63
$45.5K 0.03%
12,080
64
– –
-6,279
65
– –
-10,431
66
$0 ﹤0.01%
+1,000,000
67
– –
-897
1 2
3