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

Top Buys

1
+$3.34M
2
+$1.52M
3
+$1.25M
4
FDX icon
FedEx
FDX
+$1.05M
5
OIH icon
VanEck Oil Services ETF
OIH
+$1.01M

Top Sells

1
+$2.01M
2
+$1.19M
3
+$1.04M
4
SIVB
SVB Financial Group
SIVB
+$1.02M
5
PXD
Pioneer Natural Resource Co.
PXD
+$932K

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
– –
-27,300
102
– –
-10,673
103
– –
-38,514
104
– –
-919
105
– –
-2,023
106
– –
-6,378
107
– –
-75,041
1 2 3 4
5