PWM

Palumbo Wealth Management Portfolio holdings

AUM $405M
1-Year Est. Return 32.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.55M
3
+$1.55M
4
AMD icon
Advanced Micro Devices
AMD
+$1.08M
5
NVDA icon
NVIDIA
NVDA
+$974K

Top Sells

1
+$3.71M
2
+$2.27M
3
+$1.13M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$793K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$597K

Sector Composition

1 Technology 17.36%
2 Healthcare 7.62%
3 Consumer Discretionary 7.61%
4 Financials 7.34%
5 Industrials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.08M 0.95%
10,441
+5
27
$3.01M 0.93%
8,779
+88
28
$2.99M 0.92%
48,770
+27,665
29
$2.88M 0.89%
54,489
+950
30
$2.79M 0.86%
18,253
+524
31
$2.65M 0.82%
3,587
+242
32
$2.63M 0.82%
19,547
-190
33
$2.53M 0.78%
4,384
+123
34
$2.52M 0.78%
26,216
-1,249
35
$2.48M 0.77%
24,700
+1,289
36
$2.46M 0.76%
68,823
+3,051
37
$2.45M 0.76%
24,900
38
$2.4M 0.74%
50,680
+3,433
39
$2.22M 0.69%
12,501
+366
40
$2.17M 0.67%
5,363
+309
41
$2.05M 0.64%
6,746
+125
42
$2M 0.62%
4,473
-142
43
$1.94M 0.6%
52,215
-2,110
44
$1.9M 0.59%
15,300
-414
45
$1.89M 0.59%
169,890
+123,779
46
$1.73M 0.54%
20,851
-7,227
47
$1.6M 0.5%
10,037
-755
48
$1.6M 0.49%
38,016
-103
49
$1.52M 0.47%
4,827
-40
50
$1.49M 0.46%
5,474
+243
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