PWM

Palumbo Wealth Management Portfolio holdings

AUM $313M
1-Year Est. Return 29.18%
This Quarter Est. Return
1 Year Est. Return
+29.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$1.54M
3
+$1.22M
4
OIH icon
VanEck Oil Services ETF
OIH
+$1.06M
5
FDX icon
FedEx
FDX
+$1.06M

Top Sells

1
+$2.06M
2
+$1.19M
3
+$1.04M
4
SIVB
SVB Financial Group
SIVB
+$1.02M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$937K

Sector Composition

1 Technology 9.01%
2 Industrials 6.35%
3 Financials 5.89%
4 Consumer Discretionary 4.3%
5 Consumer Staples 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$748K 0.5%
17,546
+1,547
52
$741K 0.5%
12,995
-231
53
$726K 0.49%
12,004
+972
54
$723K 0.49%
12,972
+1,041
55
$709K 0.48%
+8,117
56
$704K 0.47%
10,761
-100
57
$694K 0.47%
12,395
+477
58
$644K 0.43%
1,627
-1
59
$611K 0.41%
15,540
+345
60
$609K 0.41%
4,344
+46
61
$604K 0.41%
+3,639
62
$592K 0.4%
8,731
-781
63
$565K 0.38%
7,717
-622
64
$487K 0.33%
8,160
+52
65
$484K 0.32%
3,860
66
$472K 0.32%
3,050
+469
67
$447K 0.3%
1,885
+19
68
$442K 0.3%
3,508
-338
69
$425K 0.29%
8,050
-530
70
$424K 0.28%
1,218
+9
71
$415K 0.28%
1,486
-45
72
$412K 0.28%
13,820
+4
73
$387K 0.26%
442
+2
74
$368K 0.25%
1,572
+118
75
$345K 0.23%
7,341
-69
1 2
3
4 5