PWM

Palumbo Wealth Management Portfolio holdings

AUM $410M
1-Year Est. Return 32.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
-$9.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$13.8M
3
+$8.39M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$6.07M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.96M

Top Sells

1
+$19.7M
2
+$5.26M
3
+$3.39M
4
FISV
Fiserv Inc
FISV
+$3.26M
5
GLD icon
SPDR Gold Trust
GLD
+$2.86M

Sector Composition

1 Technology 19.49%
2 Consumer Discretionary 11.97%
3 Healthcare 11.39%
4 Industrials 7.98%
5 Financials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.27M 0.41%
+21,778
52
$1.23M 0.39%
2,665
+48
53
$1.23M 0.39%
3,575
+40
54
$1.22M 0.39%
63,692
+21,230
55
$1.2M 0.38%
89,608
-4,518
56
$1.19M 0.38%
122,246
+101,395
57
$1.17M 0.37%
+24,521
58
$1.15M 0.37%
2,492
+11
59
$1.12M 0.36%
9,139
+43
60
$1.1M 0.35%
3,207
+1
61
$1.09M 0.35%
6,204
-1,753
62
$1.07M 0.34%
111,861
+30,104
63
$923K 0.29%
+29,280
64
$899K 0.29%
28,611
-40,212
65
$891K 0.28%
34,798
+16,131
66
$879K 0.28%
4,641
-63
67
$872K 0.28%
3,615
+52
68
$868K 0.28%
7,176
+12
69
$801K 0.26%
19,857
+7,941
70
$764K 0.24%
3,562
+369
71
$751K 0.24%
13,790
-314
72
$726K 0.23%
3,924
+112
73
$704K 0.22%
4,295
+755
74
$695K 0.22%
2,044
+208
75
$652K 0.21%
2,890
+504
1 2
3
4 5