PWM

Palumbo Wealth Management Portfolio holdings

AUM $410M
1-Year Est. Return 32.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
-$9.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$13.8M
3
+$8.39M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$6.07M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.96M

Top Sells

1
+$19.7M
2
+$5.26M
3
+$3.39M
4
FISV
Fiserv Inc
FISV
+$3.26M
5
GLD icon
SPDR Gold Trust
GLD
+$2.86M

Sector Composition

1 Technology 19.49%
2 Consumer Discretionary 11.97%
3 Healthcare 11.39%
4 Industrials 7.98%
5 Financials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.12M 1%
+37,055
27
$3.1M 0.99%
54,751
+262
28
$3.02M 0.96%
8,785
+6
29
$2.87M 0.92%
10,523
+82
30
$2.66M 0.85%
10,896
+165
31
$2.63M 0.84%
4,243
+656
32
$2.61M 0.83%
5,546
+183
33
$2.6M 0.83%
+20,737
34
$2.5M 0.8%
4,435
+51
35
$2.5M 0.8%
51,173
+493
36
$2.47M 0.79%
15,756
+5,822
37
$2.4M 0.77%
+25,330
38
$2.04M 0.65%
197,476
+27,586
39
$1.98M 0.63%
23,444
+7,368
40
$1.76M 0.56%
37,174
-842
41
$1.69M 0.54%
15,403
+103
42
$1.58M 0.51%
3,339
+492
43
$1.49M 0.48%
10,681
+644
44
$1.49M 0.48%
26,154
+2,382
45
$1.4M 0.45%
7,243
+2,416
46
$1.39M 0.44%
+4,303
47
$1.38M 0.44%
32,165
-3,066
48
$1.35M 0.43%
2,767
+62
49
$1.32M 0.42%
5,805
+331
50
$1.3M 0.42%
4,603
+130
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2
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