PWM

Palumbo Wealth Management Portfolio holdings

AUM $405M
1-Year Est. Return 32.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.55M
3
+$1.55M
4
AMD icon
Advanced Micro Devices
AMD
+$1.08M
5
NVDA icon
NVIDIA
NVDA
+$974K

Top Sells

1
+$3.71M
2
+$2.27M
3
+$1.13M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$793K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$597K

Sector Composition

1 Technology 17.36%
2 Healthcare 7.62%
3 Consumer Discretionary 7.61%
4 Financials 7.34%
5 Industrials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$728K 0.23%
3,540
+65
77
$694K 0.21%
18,354
78
$693K 0.21%
2,280
-35
79
$684K 0.21%
12,210
+50
80
$682K 0.21%
2,840
+5
81
$673K 0.21%
1,836
+80
82
$665K 0.21%
4,876
-48
83
$638K 0.2%
13,050
+1,390
84
$625K 0.19%
3,193
-72
85
$623K 0.19%
1,884
+8
86
$614K 0.19%
+23,772
87
$613K 0.19%
5,636
-82
88
$609K 0.19%
6,224
+497
89
$599K 0.19%
4,470
+120
90
$577K 0.18%
+30,649
91
$573K 0.18%
7,081
-166
92
$569K 0.18%
9,082
93
$553K 0.17%
+10,983
94
$553K 0.17%
+2,006
95
$543K 0.17%
3,633
-74
96
$539K 0.17%
7,051
-63
97
$534K 0.17%
2,386
-20
98
$534K 0.17%
26,518
+9,025
99
$510K 0.16%
4,731
-933
100
$500K 0.15%
881
+301
2 3
4
5 6