PWM
Palacios Wealth Management Portfolio holdings
AUM
$152M
1-Year Est. Return
47.39%
1 Year Est. Return
+47.39%
AUM
$152M
AUM Growth
+$30.1M
(+25%)
Holding
77
Top Buys
| 1 | +$2.35M | |
| 2 | +$2.18M | |
| 3 | +$2.17M | |
| 4 |
Broadcom
AVGO
|
+$1.14M |
| 5 |
Global X Russell 2000 Covered Call ETF
RYLD
|
+$1.12M |
Top Sells
| 1 | +$263K | |
| 2 | +$228K | |
| 3 | +$218K | |
| 4 |
AbbVie
ABBV
|
+$187K |
| 5 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
+$156K |
Sector Composition
| 1 | Technology | 55.99% |
| 2 | Communication Services | 8.92% |
| 3 | Consumer Discretionary | 6.54% |
| 4 | Financials | 5.65% |
| 5 | Healthcare | 3.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Ford
F
$52.2B
| – | – |
-20,968
|
|
||
|
GBAB
77
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB
$418M
| – | – |
-14,501
|
|