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
$152M
AUM Growth
+$2.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$3.74M
3
+$1.42M
4
CRL icon
Charles River Laboratories
CRL
+$1.01M
5
CARR icon
Carrier Global
CARR
+$851K

Top Sells

1
+$980K
2
+$895K
3
+$877K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$868K
5
F icon
Ford
F
+$788K

Sector Composition

1 Technology 10.08%
2 Financials 5.09%
3 Industrials 4.56%
4 Consumer Staples 2.97%
5 Consumer Discretionary 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-5,329
102
– –
-9,880
103
– –
-10,063
104
– –
-6,665
105
– –
-2,700
106
– –
-2,662
1 2 3 4
5