PWM

Palumbo Wealth Management Portfolio holdings

AUM $323M
1-Year Est. Return 22.5%
This Quarter Est. Return
1 Year Est. Return
+22.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$8.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$8.74M
2
+$2.78M
3
+$1.07M
4
JETS icon
US Global Jets ETF
JETS
+$1.04M
5
PXD
Pioneer Natural Resource Co.
PXD
+$932K

Top Sells

1
+$9.52M
2
+$2.83M
3
+$856K
4
FCX icon
Freeport-McMoran
FCX
+$719K
5
CARR icon
Carrier Global
CARR
+$659K

Sector Composition

1 Technology 9.01%
2 Financials 6.7%
3 Industrials 4.63%
4 Consumer Discretionary 4.4%
5 Consumer Staples 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 0.77%
11,824
+3,918
27
$1.02M 0.77%
3,182
-144
28
$1.01M 0.76%
7,306
+363
29
$963K 0.73%
4,298
+226
30
$961K 0.72%
71,685
+5,435
31
$961K 0.72%
5,652
+163
32
$932K 0.7%
+5,870
33
$910K 0.69%
12,211
+188
34
$896K 0.68%
9,143
+620
35
$872K 0.66%
3,591
+26
36
$864K 0.65%
9,483
+503
37
$855K 0.64%
13,365
+46
38
$852K 0.64%
+6,378
39
$848K 0.64%
+2,266
40
$821K 0.62%
15,567
+722
41
$808K 0.61%
12,621
-140
42
$773K 0.58%
2,532
+115
43
$747K 0.56%
19,316
+857
44
$744K 0.56%
10,113
+796
45
$725K 0.55%
2,054
+4
46
$716K 0.54%
13,226
-48
47
$715K 0.54%
19,721
+1,951
48
$706K 0.53%
24,582
+10,967
49
$704K 0.53%
+13,624
50
$694K 0.52%
5,376
+456
1
2
3 4 5