PWM

Palumbo Wealth Management Portfolio holdings

AUM $410M
1-Year Est. Return 32.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
-$9.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$13.8M
3
+$8.39M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$6.07M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.96M

Top Sells

1
+$19.7M
2
+$5.26M
3
+$3.39M
4
FISV
Fiserv Inc
FISV
+$3.26M
5
GLD icon
SPDR Gold Trust
GLD
+$2.86M

Sector Composition

1 Technology 19.49%
2 Consumer Discretionary 11.97%
3 Healthcare 11.39%
4 Industrials 7.98%
5 Financials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$650K 0.21%
8,744
+1,693
77
$632K 0.2%
3,380
+2
78
$629K 0.2%
+42,954
79
$625K 0.2%
+215,563
80
$596K 0.19%
1,035
+42
81
$591K 0.19%
2,539
+552
82
$570K 0.18%
9,082
83
$540K 0.17%
3,477
84
$538K 0.17%
+36,984
85
$528K 0.17%
44,026
-2,757
86
$524K 0.17%
1,927
+43
87
$515K 0.16%
+157,353
88
$514K 0.16%
+63,189
89
$513K 0.16%
92,535
-90,823
90
$496K 0.16%
3,755
+461
91
$495K 0.16%
133,861
+20,195
92
$479K 0.15%
15,306
93
$475K 0.15%
17,452
+1,670
94
$472K 0.15%
6,237
+13
95
$468K 0.15%
1,563
+296
96
$464K 0.15%
5,419
+688
97
$457K 0.15%
5,701
+26
98
$452K 0.14%
6,631
+476
99
$442K 0.14%
2,050
+5
100
$434K 0.14%
3,892
-8,318
2 3
4
5 6