PWM
Palacios Wealth Management Portfolio holdings
AUM
$131M
1-Year Est. Return
39.59%
This Fund
S&P 500
1 Year Est. Return
+39.59%
AUM
$131M
AUM Growth
-$21.2M
(-14%)
Holding
76
Top Buys
| 1 | +$216K | |
| 2 | +$151K | |
| 3 | +$78.8K | |
| 4 |
Oracle
ORCL
|
+$12.4K |
| 5 |
Bank of America
BAC
|
+$10.3K |
Top Sells
| 1 | +$3.23M | |
| 2 | +$2.87M | |
| 3 | +$2.77M | |
| 4 |
Broadcom
AVGO
|
+$1.79M |
| 5 |
NEOS Nasdaq 100 High Income ETF
QQQI
|
+$1.03M |
Sector Composition
| 1 | Technology | 59.49% |
| 2 | Communication Services | 9.55% |
| 3 | Consumer Discretionary | 6.76% |
| 4 | Financials | 5.78% |
| 5 | Healthcare | 3.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
KraneShares China Internet and Covered Call Strategy ETF
KLIP
$116M
| – | – |
-8,706
|
|