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
$163M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.75M
3
+$1.74M
4
SJM icon
J.M. Smucker
SJM
+$1M
5
ACN icon
Accenture
ACN
+$979K

Top Sells

1
+$1.24M
2
+$938K
3
+$911K
4
CAT icon
Caterpillar
CAT
+$900K
5
LNT icon
Alliant Energy
LNT
+$806K

Sector Composition

1 Technology 11.38%
2 Financials 5.34%
3 Consumer Discretionary 4.77%
4 Consumer Staples 4.26%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$210K 0.13%
1,164
+7
102
$208K 0.13%
4,000
103
$178K 0.11%
12,003
+395
104
$50.5K 0.03%
1,114
+7
105
$745 ﹤0.01%
80
106
– –
-15,090
107
– –
-4,755
108
– –
-43,150
109
– –
-3,094
110
– –
-7,247
111
– –
-6,381
1 2 3 4
5