PWM
Palumbo Wealth Management Portfolio holdings
AUM
$313M
1-Year Est. Return
29.18%
1 Year Est. Return
+29.18%
AUM
$313M
AUM Growth
-$9.8M
(-3%)
Holding
235
Top Buys
| 1 | +$6.06M | |
| 2 | +$4.61M | |
| 3 | +$4.01M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$3.9M |
| 5 |
Marvell Technology
MRVL
|
+$3.12M |
Top Sells
| 1 | +$19.7M | |
| 2 | +$5.26M | |
| 3 | +$3.39M | |
| 4 |
FISV
Fiserv Inc
FISV
|
+$3.26M |
| 5 |
SPDR Gold Trust
GLD
|
+$3.19M |
Sector Composition
| 1 | Technology | 19.49% |
| 2 | Consumer Discretionary | 11.97% |
| 3 | Healthcare | 11.39% |
| 4 | Industrials | 7.98% |
| 5 | Financials | 6.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
LHA Market State Tactical Beta ETF
MSTB
$176M
| – | – |
-52,215
|
|
||
227
iShares MSCI USA Momentum Factor ETF
MTUM
$20.4B
| – | – |
-2,840
|
|
||
228
iShares National Muni Bond ETF
MUB
$41.7B
| – | – |
-3,345
|
|
||
229
iShares S&P 100 ETF
OEF
$29B
| – | – |
-6,746
|
|
||
230
Organogenesis Holdings
ORGO
$657M
| – | – |
-41,060
|
|
||
231
Pacer Lunt Large Cap Multi-Factor Alternator ETF
PALC
$269M
| – | – |
-21,035
|
|
||
232
Vanguard S&P 500 ETF
VOO
$802B
| – | – |
-881
|
|
||
233
Vanguard Total Stock Market ETF
VTI
$565B
| – | – |
-2,280
|
|
||
234
Ventyx Biosciences
VTYX
$714M
| – | – |
-27,270
|
|
||
235
State Street SPDR S&P Homebuilders ETF
XHB
$1.7B
| – | – |
-24,900
|
|