PWM

Palumbo Wealth Management Portfolio holdings

AUM $405M
1-Year Est. Return 32.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.55M
3
+$1.55M
4
AMD icon
Advanced Micro Devices
AMD
+$1.08M
5
NVDA icon
NVIDIA
NVDA
+$974K

Top Sells

1
+$3.71M
2
+$2.27M
3
+$1.13M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$793K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$597K

Sector Composition

1 Technology 17.36%
2 Healthcare 7.62%
3 Consumer Discretionary 7.61%
4 Financials 7.34%
5 Industrials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.48M 0.46%
7,957
+4,543
52
$1.45M 0.45%
2,847
+226
53
$1.44M 0.45%
35,231
-1,075
54
$1.41M 0.44%
+9,934
55
$1.37M 0.42%
3,535
-279
56
$1.36M 0.42%
42,462
+13,041
57
$1.31M 0.41%
2,481
-95
58
$1.26M 0.39%
24,329
-998
59
$1.25M 0.39%
2,705
+2,029
60
$1.23M 0.38%
94,126
61
$1.14M 0.35%
3,206
+43
62
$1.13M 0.35%
12,676
+180
63
$1.05M 0.33%
14,777
-1,907
64
$1.04M 0.32%
21,035
+588
65
$1.02M 0.31%
2,617
+2
66
$982K 0.3%
15,279
+2,211
67
$974K 0.3%
7,164
-280
68
$949K 0.29%
3,563
+118
69
$901K 0.28%
5,200
70
$898K 0.28%
9,096
+49
71
$887K 0.27%
81,757
-723
72
$861K 0.27%
4,704
+162
73
$843K 0.26%
3,812
-768
74
$774K 0.24%
993
+496
75
$742K 0.23%
3,184
+131
1 2
3
4 5