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
$124M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.6M
3
+$11.4M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$9.13M
5
GLD icon
SPDR Gold Trust
GLD
+$8.58M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.02%
2 Financials 4.97%
3 Consumer Discretionary 4.96%
4 Consumer Staples 4.64%
5 Communication Services 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$275K 0.22%
+1,414
77
$265K 0.21%
+1,613
78
$262K 0.21%
+2,412
79
$255K 0.21%
+968
80
$253K 0.2%
+969
81
$243K 0.2%
+2,077
82
$242K 0.2%
+2,831
83
$214K 0.17%
+10,063
84
$210K 0.17%
+3,059
85
$209K 0.17%
+6,665
86
$205K 0.17%
+7,745
87
$203K 0.16%
+4,867
88
$203K 0.16%
+5,268
89
$202K 0.16%
+1,269
1 2 3
4