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
$313M
AUM Growth
-$9.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$13.8M
3
+$8.39M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$6.07M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.96M

Top Sells

1
+$19.7M
2
+$5.26M
3
+$3.39M
4
FISV
Fiserv Inc
FISV
+$3.26M
5
GLD icon
SPDR Gold Trust
GLD
+$2.86M

Sector Composition

1 Technology 19.49%
2 Consumer Discretionary 11.97%
3 Healthcare 11.39%
4 Industrials 7.98%
5 Financials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$425K 0.14%
+48,196
102
$423K 0.14%
4,168
+3,747
103
$420K 0.13%
4,900
+430
104
$417K 0.13%
33,855
+1,855
105
$415K 0.13%
16,641
+2,092
106
$414K 0.13%
9,184
+1,228
107
$414K 0.13%
37,627
-28,385
108
$412K 0.13%
1,021
+24
109
$407K 0.13%
61,276
+4,973
110
$403K 0.13%
3,178
-32
111
$395K 0.13%
111,288
+30,195
112
$392K 0.13%
52,081
-8,474
113
$388K 0.12%
32,929
+8,886
114
$379K 0.12%
4,536
+246
115
$377K 0.12%
1,389
-51
116
$373K 0.12%
1,717
+6
117
$365K 0.12%
3,648
+173
118
$355K 0.11%
2,511
+64
119
$350K 0.11%
5,268
-2,262
120
$343K 0.11%
+49,052
121
$340K 0.11%
5,878
+311
122
$326K 0.1%
+95,327
123
$323K 0.1%
3,824
+428
124
$321K 0.1%
6,765
-4,218
125
$321K 0.1%
3,202
+282
3 4
5
6 7