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
$152M
AUM Growth
+$2.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$3.74M
3
+$1.42M
4
CRL icon
Charles River Laboratories
CRL
+$1.01M
5
CARR icon
Carrier Global
CARR
+$851K

Top Sells

1
+$980K
2
+$895K
3
+$877K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$868K
5
F icon
Ford
F
+$788K

Sector Composition

1 Technology 10.08%
2 Financials 5.09%
3 Industrials 4.56%
4 Consumer Staples 2.97%
5 Consumer Discretionary 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$713K 0.47%
+1,147
52
$670K 0.44%
10,817
-1,187
53
$641K 0.42%
1,426
-201
54
$627K 0.41%
11,613
-782
55
$602K 0.4%
4,897
+2,301
56
$597K 0.39%
+17,108
57
$596K 0.39%
3,024
-1,814
58
$589K 0.39%
4,015
+376
59
$583K 0.38%
4,393
+49
60
$557K 0.37%
+747
61
$549K 0.36%
6,991
-726
62
$548K 0.36%
38,715
-55,641
63
$542K 0.36%
8,479
-4,005
64
$509K 0.34%
3,820
-40
65
$500K 0.33%
8,211
+51
66
$473K 0.31%
13,405
-2,135
67
$468K 0.31%
2,133
-1,407
68
$435K 0.29%
3,414
-94
69
$414K 0.27%
13,812
-8
70
$413K 0.27%
1,218
71
$408K 0.27%
2,412
-5,183
72
$379K 0.25%
1,894
+9
73
$362K 0.24%
1,627
+55
74
$352K 0.23%
5,572
+352
75
$319K 0.21%
380
-62
1 2
3
4 5