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
$133M
AUM Growth
+$8.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$8.74M
2
+$2.78M
3
+$1.07M
4
JETS icon
US Global Jets ETF
JETS
+$1.04M
5
PXD
Pioneer Natural Resource Co.
PXD
+$932K

Top Sells

1
+$9.52M
2
+$2.83M
3
+$856K
4
FCX icon
Freeport-McMoran
FCX
+$719K
5
CARR icon
Carrier Global
CARR
+$659K

Sector Composition

1 Technology 9.01%
2 Financials 6.7%
3 Industrials 4.63%
4 Consumer Discretionary 4.4%
5 Consumer Staples 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$693K 0.52%
11,918
+1,018
52
$686K 0.52%
11,032
+997
53
$661K 0.5%
10,861
+2
54
$649K 0.49%
+10,673
55
$646K 0.49%
8,634
+677
56
$646K 0.49%
11,931
+1,164
57
$639K 0.48%
9,512
+1,416
58
$630K 0.47%
8,339
+30
59
$624K 0.47%
27,300
+1,481
60
$608K 0.46%
+15,999
61
$589K 0.44%
15,195
+847
62
$574K 0.43%
1,628
+98
63
$548K 0.41%
4,298
+240
64
$488K 0.37%
8,108
+52
65
$466K 0.35%
9,175
+2,655
66
$451K 0.34%
1,866
+104
67
$449K 0.34%
3,846
-159
68
$448K 0.34%
858
-6
69
$399K 0.3%
3,860
70
$356K 0.27%
1,209
-41
71
$353K 0.27%
6,908
+6
72
$336K 0.25%
+7,410
73
$332K 0.25%
440
-6
74
$328K 0.25%
+2,581
75
$317K 0.24%
1,462
+129
1 2
3
4 5