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
$150M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.72M
3
+$2.64M
4
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$1.69M
5
AMZN icon
Amazon
AMZN
+$1.38M

Top Sells

1
+$1.32M
2
+$133K
3
+$131K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$114K
5
LYB icon
LyondellBasell Industries
LYB
+$110K

Sector Composition

1 Technology 10.68%
2 Industrials 4.64%
3 Financials 4.15%
4 Consumer Discretionary 3.97%
5 Consumer Staples 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$629K 0.42%
4,534
-266
52
$565K 0.38%
4,062
-214
53
$527K 0.35%
16,141
-1,573
54
$525K 0.35%
13,495
-606
55
$501K 0.33%
1,698
+11
56
$495K 0.33%
6,418
-298
57
$494K 0.33%
39,170
-2,315
58
$486K 0.32%
4,670
+353
59
$483K 0.32%
+5,200
60
$476K 0.32%
12,559
+83
61
$444K 0.3%
2,176
-4
62
$444K 0.3%
1,737
+8
63
$432K 0.29%
3,939
+566
64
$429K 0.29%
2,630
+23
65
$418K 0.28%
4,755
-403
66
$387K 0.26%
1,693
+130
67
$363K 0.24%
8,882
+24
68
$358K 0.24%
7,121
69
$353K 0.23%
5,209
-372
70
$352K 0.23%
6,381
-781
71
$325K 0.22%
5,205
+30
72
$301K 0.2%
2,278
-38
73
$289K 0.19%
+1,013
74
$287K 0.19%
1,501
+1
75
$286K 0.19%
1,859
+6
1 2
3
4