PWM

Palumbo Wealth Management Portfolio holdings

AUM $405M
1-Year Est. Return 32.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.55M
3
+$1.55M
4
AMD icon
Advanced Micro Devices
AMD
+$1.08M
5
NVDA icon
NVIDIA
NVDA
+$974K

Top Sells

1
+$3.71M
2
+$2.27M
3
+$1.13M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$793K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$597K

Sector Composition

1 Technology 17.36%
2 Healthcare 7.62%
3 Consumer Discretionary 7.61%
4 Financials 7.34%
5 Industrials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$492K 0.15%
+66,858
102
$478K 0.15%
5,675
+179
103
$477K 0.15%
1,987
-37
104
$477K 0.15%
14,104
-159
105
$476K 0.15%
11,228
-252
106
$475K 0.15%
+46,783
107
$475K 0.15%
15,306
108
$472K 0.15%
3,294
-350
109
$468K 0.14%
997
+171
110
$467K 0.14%
3,477
+303
111
$467K 0.14%
3,210
+18
112
$461K 0.14%
66,012
-33,193
113
$453K 0.14%
183,358
+87,896
114
$449K 0.14%
1,412
-989
115
$442K 0.14%
421
-30
116
$438K 0.14%
+11,916
117
$431K 0.13%
+29,579
118
$427K 0.13%
6,155
-736
119
$418K 0.13%
2,045
120
$416K 0.13%
+7,530
121
$402K 0.12%
1,440
-61
122
$401K 0.12%
5,663
+954
123
$398K 0.12%
1,267
-13
124
$394K 0.12%
4,290
+29
125
$385K 0.12%
16,076
-39
3 4
5
6 7