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
$133M
AUM Growth
+$8.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$8.74M
2
+$2.78M
3
+$1.07M
4
JETS icon
US Global Jets ETF
JETS
+$1.04M
5
PXD
Pioneer Natural Resource Co.
PXD
+$932K

Top Sells

1
+$9.52M
2
+$2.83M
3
+$856K
4
FCX icon
Freeport-McMoran
FCX
+$719K
5
CARR icon
Carrier Global
CARR
+$659K

Sector Composition

1 Technology 9.01%
2 Financials 6.7%
3 Industrials 4.63%
4 Consumer Discretionary 4.4%
5 Consumer Staples 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,269
102
– –
-3,629
103
– –
-27,626
104
– –
-4,477
105
– –
-381
106
– –
-4,816
107
– –
-7,745
1 2 3 4
5