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
$163M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.75M
3
+$1.74M
4
SJM icon
J.M. Smucker
SJM
+$1M
5
ACN icon
Accenture
ACN
+$979K

Top Sells

1
+$1.24M
2
+$938K
3
+$911K
4
CAT icon
Caterpillar
CAT
+$900K
5
LNT icon
Alliant Energy
LNT
+$806K

Sector Composition

1 Technology 11.38%
2 Financials 5.34%
3 Consumer Discretionary 4.77%
4 Consumer Staples 4.26%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 0.74%
20,659
-390
27
$1.2M 0.73%
9,989
-3,180
28
$1.19M 0.73%
28,130
+650
29
$1.13M 0.69%
11,381
-3,457
30
$1.1M 0.67%
4,644
+1,003
31
$1.08M 0.66%
37,462
-449
32
$1M 0.61%
+6,801
33
$977K 0.6%
24,707
-6,193
34
$968K 0.59%
+5,845
35
$942K 0.58%
2,350
+5
36
$941K 0.58%
+1,957
37
$934K 0.57%
10,466
+740
38
$862K 0.53%
+3,447
39
$852K 0.52%
13,407
-252
40
$841K 0.51%
+1,612
41
$838K 0.51%
+18,955
42
$821K 0.5%
4,578
-840
43
$731K 0.45%
+2,752
44
$730K 0.45%
+5,197
45
$723K 0.44%
5,482
+14
46
$687K 0.42%
5,136
+49
47
$686K 0.42%
23,897
-122
48
$678K 0.41%
+1,691
49
$664K 0.41%
5,490
+820
50
$650K 0.4%
2,643
-3,657
1
2
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