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
$149M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$1.54M
3
+$1.22M
4
OIH icon
VanEck Oil Services ETF
OIH
+$1.06M
5
FDX icon
FedEx
FDX
+$1.06M

Top Sells

1
+$2.06M
2
+$1.19M
3
+$1.04M
4
SIVB
SVB Financial Group
SIVB
+$1.02M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$937K

Sector Composition

1 Technology 9.01%
2 Industrials 6.35%
3 Financials 5.89%
4 Consumer Discretionary 4.3%
5 Consumer Staples 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.77%
7,704
+398
27
$1.13M 0.76%
13,120
+1,296
28
$1.07M 0.72%
3,030
-152
29
$1.06M 0.71%
+4,838
30
$1.06M 0.71%
+3,540
31
$1.04M 0.7%
9,730
+587
32
$1.03M 0.69%
10,043
+560
33
$1M 0.67%
3,448
-143
34
$998K 0.67%
4,319
+21
35
$964K 0.65%
31,442
+6,860
36
$955K 0.64%
2,326
+272
37
$895K 0.6%
+9,880
38
$846K 0.57%
15,634
+67
39
$837K 0.56%
+2,016
40
$831K 0.56%
20,148
+832
41
$828K 0.56%
21,145
+1,424
42
$811K 0.54%
5,785
+409
43
$800K 0.54%
10,292
+179
44
$789K 0.53%
12,484
-137
45
$778K 0.52%
14,674
+1,050
46
$776K 0.52%
10,820
+2,186
47
$772K 0.52%
12,232
+8,419
48
$769K 0.52%
2,412
-120
49
$754K 0.51%
+2,662
50
$749K 0.5%
13,350
-15
1
2
3 4 5