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
$149M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$1.54M
3
+$1.22M
4
OIH icon
VanEck Oil Services ETF
OIH
+$1.06M
5
FDX icon
FedEx
FDX
+$1.06M

Top Sells

1
+$2.06M
2
+$1.19M
3
+$1.04M
4
SIVB
SVB Financial Group
SIVB
+$1.02M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$937K

Sector Composition

1 Technology 9.01%
2 Industrials 6.35%
3 Financials 5.89%
4 Consumer Discretionary 4.3%
5 Consumer Staples 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-75,041
102
– –
-6,378
103
– –
-2,266
104
– –
-2,023
105
– –
-919
106
– –
-38,514
107
– –
-10,673
1 2 3 4
5