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
$160M
AUM Growth
+$7.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$7.7M
3
+$1.25M
4
PHYS icon
Sprott Physical Gold
PHYS
+$1.16M
5
ANET icon
Arista Networks
ANET
+$1.11M

Top Sells

1
+$7.18M
2
+$5.99M
3
+$1.01M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1M
5
GLD icon
SPDR Gold Trust
GLD
+$907K

Sector Composition

1 Technology 13.05%
2 Industrials 4.67%
3 Financials 4.46%
4 Consumer Discretionary 3.43%
5 Consumer Staples 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 0.72%
15,970
+2,155
27
$1.14M 0.72%
4,263
+281
28
$1.11M 0.7%
+30,880
29
$1.1M 0.69%
2,334
+4
30
$1.07M 0.67%
4,629
-1
31
$1.05M 0.66%
8,132
+83
32
$1.02M 0.64%
16,050
+1,228
33
$1.01M 0.63%
3,027
+378
34
$999K 0.63%
11,710
+247
35
$988K 0.62%
10,716
+906
36
$959K 0.6%
4,476
+148
37
$946K 0.59%
5,668
+295
38
$919K 0.58%
11,991
+1,006
39
$917K 0.57%
20,620
+655
40
$894K 0.56%
2,155
-134
41
$860K 0.54%
13,985
+1,143
42
$858K 0.54%
14,491
+801
43
$857K 0.54%
16,640
+2,531
44
$852K 0.53%
+7,433
45
$849K 0.53%
1,496
+70
46
$844K 0.53%
7,795
+312
47
$829K 0.52%
12,475
-5,357
48
$827K 0.52%
+4,614
49
$779K 0.49%
11,356
+539
50
$706K 0.44%
+6,247
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