PWM

Palumbo Wealth Management Portfolio holdings

AUM $313M
1-Year Est. Return 29.18%
This Quarter Est. Return
1 Year Est. Return
+29.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$7.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$2.8M
3
+$1.32M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$614K
5
PKG icon
Packaging Corp of America
PKG
+$614K

Top Sells

1
+$4.7M
2
+$2.87M
3
+$1.06M
4
UJAN icon
Innovator US Equity Ultra Buffer ETF January
UJAN
+$786K
5
BTI icon
British American Tobacco
BTI
+$633K

Sector Composition

1 Technology 8.43%
2 Industrials 4.85%
3 Financials 4.83%
4 Consumer Discretionary 3.42%
5 Consumer Staples 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.91%
11,962
+380
27
$1.11M 0.89%
7,105
+453
28
$1.06M 0.84%
16,633
+515
29
$1.03M 0.82%
12,400
+369
30
$987K 0.78%
5,676
+447
31
$981K 0.78%
20,593
+955
32
$959K 0.76%
35,890
+12,407
33
$940K 0.75%
13,158
+559
34
$925K 0.74%
9,300
+427
35
$905K 0.72%
10,774
+396
36
$896K 0.71%
10,315
-1,117
37
$884K 0.7%
16,020
+590
38
$839K 0.67%
13,611
-46,556
39
$801K 0.64%
1,755
+61
40
$791K 0.63%
5,307
+237
41
$783K 0.62%
2,339
-11
42
$773K 0.61%
23,345
+905
43
$694K 0.55%
3,339
+373
44
$691K 0.55%
9,314
+558
45
$682K 0.54%
2,561
-160
46
$624K 0.5%
4,276
-284
47
$614K 0.49%
+4,800
48
$597K 0.47%
4,236
+31
49
$573K 0.46%
1,729
-5
50
$561K 0.45%
6,716
-124
1
2
3 4