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
$126M
AUM Growth
+$7.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$2.8M
3
+$1.32M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$614K
5
PKG icon
Packaging Corp of America
PKG
+$614K

Top Sells

1
+$4.7M
2
+$2.87M
3
+$1.06M
4
UJAN icon
Innovator US Equity Ultra Buffer ETF January
UJAN
+$786K
5
BTI icon
British American Tobacco
BTI
+$633K

Sector Composition

1 Technology 8.43%
2 Industrials 4.85%
3 Financials 4.83%
4 Consumer Discretionary 3.42%
5 Consumer Staples 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$236K 0.19%
+485
77
$228K 0.18%
+649
78
$211K 0.17%
+7,356
79
$210K 0.17%
1,909
-5
80
$148K 0.12%
11,227
+300
81
$65.5K 0.05%
1,122
-27
82
$1.64K ﹤0.01%
80
83
– –
-17,843
84
– –
-26,928
85
– –
-19,434
1 2 3
4