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
$163M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.75M
3
+$1.74M
4
SJM icon
J.M. Smucker
SJM
+$1M
5
ACN icon
Accenture
ACN
+$979K

Top Sells

1
+$1.24M
2
+$938K
3
+$911K
4
CAT icon
Caterpillar
CAT
+$900K
5
LNT icon
Alliant Energy
LNT
+$806K

Sector Composition

1 Technology 11.38%
2 Financials 5.34%
3 Consumer Discretionary 4.77%
4 Consumer Staples 4.26%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$328K 0.2%
5,234
+29
77
$325K 0.2%
1,133
+67
78
$320K 0.2%
3,489
-7,739
79
$317K 0.19%
2,287
+9
80
$313K 0.19%
4,777
-432
81
$307K 0.19%
1,481
-20
82
$302K 0.18%
1,859
83
$299K 0.18%
3,393
-5,426
84
$292K 0.18%
3,230
-8,070
85
$284K 0.17%
2,569
+518
86
$281K 0.17%
739
+2
87
$271K 0.17%
5,242
-14,439
88
$270K 0.17%
2,529
+6
89
$265K 0.16%
7,234
-14,837
90
$262K 0.16%
3,731
-8,653
91
$260K 0.16%
376
+2
92
$238K 0.15%
+6,224
93
$237K 0.15%
+1,069
94
$232K 0.14%
570
-80
95
$227K 0.14%
2,320
-112
96
$226K 0.14%
491
+3
97
$225K 0.14%
1,888
-24
98
$223K 0.14%
+6,267
99
$211K 0.13%
+4,032
100
$210K 0.13%
5,650
-7,845
1 2 3
4
5