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
$126M
AUM Growth
+$7.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$2.8M
3
+$1.32M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$614K
5
PKG icon
Packaging Corp of America
PKG
+$614K

Top Sells

1
+$4.7M
2
+$2.87M
3
+$1.06M
4
UJAN icon
Innovator US Equity Ultra Buffer ETF January
UJAN
+$786K
5
BTI icon
British American Tobacco
BTI
+$633K

Sector Composition

1 Technology 8.43%
2 Industrials 4.85%
3 Financials 4.83%
4 Consumer Discretionary 3.42%
5 Consumer Staples 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$556K 0.44%
14,101
+457
52
$533K 0.42%
1,687
-6
53
$517K 0.41%
5,158
-36
54
$482K 0.38%
41,485
+1,766
55
$468K 0.37%
17,714
-1,250
56
$468K 0.37%
2,607
+9
57
$436K 0.35%
12,476
-221
58
$417K 0.33%
2,180
+10
59
$393K 0.31%
5,581
+32
60
$392K 0.31%
2,885
+9
61
$383K 0.3%
4,317
+157
62
$372K 0.3%
3,373
+236
63
$370K 0.29%
7,162
-32
64
$337K 0.27%
8,858
+26
65
$321K 0.26%
1,500
-6
66
$317K 0.25%
5,175
+28
67
$317K 0.25%
14,242
+52
68
$306K 0.24%
20,960
69
$297K 0.24%
2,316
+9
70
$281K 0.22%
1,853
+7
71
$271K 0.22%
1,563
-31
72
$266K 0.21%
375
-5
73
$250K 0.2%
3,513
-384
74
$242K 0.19%
+2,066
75
$240K 0.19%
+734
1 2
3
4