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
$118M
AUM Growth
-$7.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$3.46M
3
+$177K
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$176K
5
MSTB icon
LHA Market State Tactical Beta ETF
MSTB
+$156K

Top Sells

1
+$4.1M
2
+$1.99M
3
+$1.87M
4
LMT icon
Lockheed Martin
LMT
+$211K
5
LIN icon
Linde
LIN
+$210K

Sector Composition

1 Technology 8.52%
2 Financials 4.45%
3 Industrials 4.09%
4 Consumer Staples 3.69%
5 Utilities 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$126K 0.11%
10,927
+276
77
$66K 0.06%
1,149
+4
78
$3K ﹤0.01%
80
79
– –
-731
80
– –
-490
81
– –
-9,574
1 2 3
4