PWM
Palacios Wealth Management Portfolio holdings
AUM
$160M
1-Year Est. Return
37.98%
This Fund
S&P 500
1 Year Est. Return
+37.98%
AUM
$160M
AUM Growth
+$29.2M
(+22%)
Holding
77
Top Buys
| 1 | +$3.63M | |
| 2 | +$2.91M | |
| 3 | +$2.29M | |
| 4 |
IWMI
NEOS Russell 2000 High Income ETF
IWMI
|
+$2.25M |
| 5 |
Amazon
AMZN
|
+$1.06M |
Top Sells
| 1 | +$329K | |
| 2 | +$234K | |
| 3 | +$200K | |
| 4 |
Twilio
TWLO
|
+$155K |
| 5 |
PPL Corp
PPL
|
+$133K |
Sector Composition
| 1 | Technology | 54.61% |
| 2 | Communication Services | 9.93% |
| 3 | Consumer Discretionary | 6.8% |
| 4 | Financials | 4.98% |
| 5 | Healthcare | 3.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Core US Aggregate Bond ETF
AGG
$136B
| – | – |
-2,339
|
|
||
77
American Express
AXP
$205B
| – | – |
-888
|
|