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
$118M
AUM Growth
-$7.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$3.46M
3
+$177K
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$176K
5
MSTB icon
LHA Market State Tactical Beta ETF
MSTB
+$156K

Top Sells

1
+$4.1M
2
+$1.99M
3
+$1.87M
4
LMT icon
Lockheed Martin
LMT
+$211K
5
LIN icon
Linde
LIN
+$210K

Sector Composition

1 Technology 8.52%
2 Financials 4.45%
3 Industrials 4.09%
4 Consumer Staples 3.69%
5 Utilities 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$494K 0.42%
19,434
+1,948
52
$489K 0.41%
18,964
+774
53
$481K 0.41%
1,734
+6
54
$480K 0.41%
5,194
+289
55
$467K 0.4%
1,693
+14
56
$445K 0.38%
39,719
+1,134
57
$400K 0.34%
4,160
+20
58
$389K 0.33%
2,170
+9
59
$373K 0.32%
2,598
+23
60
$372K 0.31%
12,697
-420
61
$364K 0.31%
5,549
+33
62
$348K 0.29%
2,876
+9
63
$335K 0.28%
3,897
+197
64
$329K 0.28%
7,194
+608
65
$296K 0.25%
8,832
+26
66
$289K 0.24%
5,147
-1,672
67
$282K 0.24%
14,190
+1,204
68
$274K 0.23%
3,137
-299
69
$254K 0.22%
20,960
+10
70
$251K 0.21%
1,506
-9
71
$250K 0.21%
1,846
-161
72
$245K 0.21%
2,307
+10
73
$237K 0.2%
1,594
+123
74
$216K 0.18%
1,914
+18
75
$209K 0.18%
380
+2
1 2
3
4