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
$223M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.27M
3
+$1.64M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.47M
5
ITW icon
Illinois Tool Works
ITW
+$1.03M

Top Sells

1
+$2.78M
2
+$600K
3
+$469K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$390K
5
PHYS icon
Sprott Physical Gold
PHYS
+$368K

Sector Composition

1 Technology 12.43%
2 Consumer Discretionary 6.47%
3 Financials 6.4%
4 Consumer Staples 6.24%
5 Industrials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$517K 0.23%
8,972
+22
77
$489K 0.22%
3,703
-238
78
$476K 0.21%
3,203
-199
79
$472K 0.21%
4,056
+257
80
$464K 0.21%
608
+314
81
$450K 0.2%
3,429
-111
82
$450K 0.2%
9,658
+477
83
$447K 0.2%
15,306
84
$445K 0.2%
4,135
+1,593
85
$445K 0.2%
9,082
86
$440K 0.2%
26,520
87
$435K 0.19%
20,907
-100
88
$427K 0.19%
10,405
-755
89
$426K 0.19%
31,562
90
$419K 0.19%
+1,857
91
$404K 0.18%
5,214
-1,190
92
$403K 0.18%
6,301
+25
93
$390K 0.17%
3,326
-95
94
$379K 0.17%
2,077
+6
95
$369K 0.17%
1,299
+10
96
$364K 0.16%
9,466
+215
97
$356K 0.16%
5,326
+30
98
$348K 0.16%
1,834
-75
99
$336K 0.15%
7,604
-10,612
100
$318K 0.14%
685
+1
2 3
4
5 6