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
$160M
AUM Growth
+$7.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$7.7M
3
+$1.25M
4
PHYS icon
Sprott Physical Gold
PHYS
+$1.16M
5
ANET icon
Arista Networks
ANET
+$1.11M

Top Sells

1
+$7.18M
2
+$5.99M
3
+$1.01M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1M
5
GLD icon
SPDR Gold Trust
GLD
+$907K

Sector Composition

1 Technology 13.05%
2 Industrials 4.67%
3 Financials 4.46%
4 Consumer Discretionary 3.43%
5 Consumer Staples 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-4,752
1 2 3 4
5