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
$223M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.27M
3
+$1.64M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.47M
5
ITW icon
Illinois Tool Works
ITW
+$1.03M

Top Sells

1
+$2.78M
2
+$600K
3
+$469K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$390K
5
PHYS icon
Sprott Physical Gold
PHYS
+$368K

Sector Composition

1 Technology 12.43%
2 Consumer Discretionary 6.47%
3 Financials 6.4%
4 Consumer Staples 6.24%
5 Industrials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.53%
31,172
+2,236
52
$1.12M 0.5%
14,024
-354
53
$1.1M 0.49%
79,100
-22,980
54
$1.01M 0.45%
2,366
+5
55
$1M 0.45%
2,209
+215
56
$942K 0.42%
2,570
-61
57
$920K 0.41%
2,943
-89
58
$894K 0.4%
8,896
-1,398
59
$856K 0.38%
4,148
+1,494
60
$855K 0.38%
2,839
+739
61
$765K 0.34%
8,373
+1,884
62
$702K 0.31%
5,200
63
$684K 0.31%
3,650
-232
64
$653K 0.29%
1,702
+8
65
$642K 0.29%
1,767
+7
66
$641K 0.29%
5,637
+369
67
$605K 0.27%
3,062
+212
68
$602K 0.27%
1,879
+814
69
$601K 0.27%
2,312
+80
70
$593K 0.27%
1,221
+10
71
$566K 0.25%
3,588
+28
72
$555K 0.25%
12,800
+81
73
$541K 0.24%
4,893
+1,387
74
$539K 0.24%
4,393
-95
75
$539K 0.24%
4,141
+802
1 2
3
4 5