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
$223M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.27M
3
+$1.64M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.47M
5
ITW icon
Illinois Tool Works
ITW
+$1.03M

Top Sells

1
+$2.78M
2
+$600K
3
+$469K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$390K
5
PHYS icon
Sprott Physical Gold
PHYS
+$368K

Sector Composition

1 Technology 12.43%
2 Consumer Discretionary 6.47%
3 Financials 6.4%
4 Consumer Staples 6.24%
5 Industrials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.24M 1%
36,599
+4,097
27
$2.14M 0.96%
13,388
+2,999
28
$2.13M 0.95%
6,139
+892
29
$2.1M 0.94%
3,619
+837
30
$2.08M 0.93%
13,130
+3,227
31
$2.04M 0.91%
10,162
-81
32
$1.97M 0.88%
3,978
+806
33
$1.89M 0.84%
6,691
+624
34
$1.86M 0.83%
31,763
-182
35
$1.73M 0.78%
11,479
+1,099
36
$1.69M 0.76%
4,864
+617
37
$1.68M 0.75%
32,130
+3,970
38
$1.68M 0.75%
17,858
+1,465
39
$1.62M 0.72%
31,354
+12,537
40
$1.61M 0.72%
15,423
+3,019
41
$1.6M 0.72%
21,225
+2,865
42
$1.47M 0.66%
7,680
+2,461
43
$1.47M 0.66%
9,925
+3
44
$1.45M 0.65%
9,502
+914
45
$1.45M 0.65%
42,016
-9,728
46
$1.44M 0.65%
8,900
-107
47
$1.43M 0.64%
11,350
+2,573
48
$1.26M 0.57%
19,455
+1,239
49
$1.25M 0.56%
7,031
+549
50
$1.2M 0.54%
2,141
+485
1
2
3 4 5