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
$163M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.75M
3
+$1.74M
4
SJM icon
J.M. Smucker
SJM
+$1M
5
ACN icon
Accenture
ACN
+$979K

Top Sells

1
+$1.24M
2
+$938K
3
+$911K
4
CAT icon
Caterpillar
CAT
+$900K
5
LNT icon
Alliant Energy
LNT
+$806K

Sector Composition

1 Technology 11.38%
2 Financials 5.34%
3 Consumer Discretionary 4.77%
4 Consumer Staples 4.26%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$615K 0.38%
3,060
-4,529
52
$612K 0.37%
4,241
+179
53
$566K 0.35%
5,200
54
$551K 0.34%
+2,839
55
$531K 0.32%
1,709
+11
56
$526K 0.32%
12,653
+94
57
$518K 0.32%
+1,104
58
$504K 0.31%
33,323
-5,847
59
$502K 0.31%
+7,875
60
$490K 0.3%
1,745
+8
61
$481K 0.29%
2,184
+8
62
$479K 0.29%
6,450
+32
63
$478K 0.29%
4,138
-8,128
64
$464K 0.28%
2,951
+321
65
$450K 0.28%
4,019
-5,353
66
$441K 0.27%
3,338
-1,196
67
$426K 0.26%
+3,375
68
$423K 0.26%
3,940
+1
69
$419K 0.26%
1,692
-1
70
$417K 0.26%
+4,159
71
$396K 0.24%
11,841
-4,300
72
$378K 0.23%
8,906
+24
73
$369K 0.23%
+5,530
74
$349K 0.21%
12,004
-2,238
75
$331K 0.2%
3,565
-5,180
1 2
3
4 5