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
$160M
AUM Growth
+$7.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$7.7M
3
+$1.25M
4
PHYS icon
Sprott Physical Gold
PHYS
+$1.16M
5
ANET icon
Arista Networks
ANET
+$1.11M

Top Sells

1
+$7.18M
2
+$5.99M
3
+$1.01M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1M
5
GLD icon
SPDR Gold Trust
GLD
+$907K

Sector Composition

1 Technology 13.05%
2 Industrials 4.67%
3 Financials 4.46%
4 Consumer Discretionary 3.43%
5 Consumer Staples 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$684K 0.43%
859
+112
52
$653K 0.41%
12,984
+56
53
$651K 0.41%
6,978
-13
54
$643K 0.4%
4,327
+312
55
$633K 0.4%
8,846
+367
56
$631K 0.4%
12,136
+523
57
$587K 0.37%
3,113
-209
58
$581K 0.36%
15,532
+2,127
59
$573K 0.36%
3,960
+140
60
$569K 0.36%
4,254
-139
61
$482K 0.3%
3,423
+9
62
$475K 0.3%
6,490
-416
63
$464K 0.29%
2,140
+513
64
$452K 0.28%
2,917
+505
65
$450K 0.28%
6,741
-1,470
66
$437K 0.27%
1,903
+9
67
$430K 0.27%
2,352
+224
68
$427K 0.27%
+20,553
69
$370K 0.23%
5,825
+253
70
$364K 0.23%
10,121
-6,987
71
$355K 0.22%
1,923
-1,101
72
$341K 0.21%
373
-7
73
$339K 0.21%
1,008
-210
74
$336K 0.21%
1,391
+5
75
$332K 0.21%
1,283
-850
1 2
3
4 5