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
$160M
AUM Growth
+$7.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$7.7M
3
+$1.25M
4
PHYS icon
Sprott Physical Gold
PHYS
+$1.16M
5
ANET icon
Arista Networks
ANET
+$1.11M

Top Sells

1
+$7.18M
2
+$5.99M
3
+$1.01M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1M
5
GLD icon
SPDR Gold Trust
GLD
+$907K

Sector Composition

1 Technology 13.05%
2 Industrials 4.67%
3 Financials 4.46%
4 Consumer Discretionary 3.43%
5 Consumer Staples 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$328K 0.21%
2,364
-9
77
$314K 0.2%
1,830
+5
78
$313K 0.2%
1,501
+38
79
$310K 0.19%
5,150
80
$297K 0.19%
2,534
+27
81
$281K 0.18%
677
+2
82
$275K 0.17%
793
+1
83
$240K 0.15%
676
+3
84
$231K 0.14%
1,228
+5
85
$228K 0.14%
3,892
86
$220K 0.14%
2,647
+33
87
$217K 0.14%
3,546
-8,823
88
$204K 0.13%
6,381
-447
89
$69K 0.04%
1,094
-631
90
– –
-1,193
91
– –
-16,436
92
– –
-906
93
– –
-2,447
94
– –
-4,897
95
– –
-1,026
96
– –
-2,164
97
– –
-1,147
98
– –
-3,935
99
– –
-1,646
100
– –
-11,660
1 2 3
4
5