PWM
Palumbo Wealth Management Portfolio holdings
AUM $299M
AUM
$299M
AUM Growth
+$31.3M (+12%)
Cap. Flow
+$34.4M
Cap. Flow % of AUM
11.49%
Top 10 Holdings %Top 10 Hldgs %
39.82%
Holding
199
New
24
Increased
127
Reduced
28
Closed
12
Top Buys
| 1 | $2.05M | |
| 2 | $1.63M | |
| 3 | $1.53M | |
| 4 | $1.45M | |
| 5 | $1.4M |
Top Sells
| 1 | $3.62M | |
| 2 | $1.22M | |
| 3 | $407K | |
| 4 | $296K | |
| 5 | $173K |
Sector Composition
| 1 | Technology | 15.17% |
| 2 | Healthcare | 8.12% |
| 3 | Financials | 7.99% |
| 4 | Consumer Discretionary | 7.11% |
| 5 | Industrials | 6.45% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $337K | 0.11% | 4,709 +682 | +17% | +$48.9K | |||
| $337K | 0.11% | 1,701 +6 | +0.4% | +$1.19K | |||
| $334K | 0.11% | 2,120 +47 | +2% | +$7.4K | |||
| $320K | 0.11% | 2,418 -63 | -3% | -$8.35K | |||
| $317K | 0.11% | 16,115 +4,284 | +36% | +$84.2K | |||
| $303K | 0.1% | 2,759 -47 | -2% | -$5.17K | |||
| $303K | 0.1% | 3,403 +853 | +33% | +$76K | |||
| $302K | 0.1% | 676 +3 | +0.5% | +$1.34K | |||
| $302K | 0.1% | 2,884 +40 | +1% | +$4.18K | |||
| $298K | 0.1% | 580 +1 | +0.2% | +$514 | |||
| $298K | 0.1% | 6,809 -1 | -0% | -$44 | |||
| $292K | 0.1% | 1,461 | New | +$292K | |||
| $291K | 0.1% | 1,620 +483 | +42% | +$86.8K | |||
| $287K | 0.1% | 46,598 +16,272 | +54% | +$100K | |||
| $280K | 0.09% | 5,947 +366 | +7% | +$17.2K | |||
| $273K | 0.09% | 124,103 | New | +$273K | |||
| $269K | 0.09% | 25,400 +651 | +3% | +$6.9K | |||
| $265K | 0.09% | 1,250 +332 | +36% | +$70.5K | |||
| $263K | 0.09% | 12,160 +1,814 | +18% | +$39.2K | |||
| $262K | 0.09% | 2,344 +321 | +16% | +$35.9K | |||
| $260K | 0.09% | 3,300 +43 | +1% | +$3.39K | |||
| $259K | 0.09% | 53,753 +16,189 | +43% | +$77.9K | |||
| $254K | 0.08% | 1,280 | New | +$254K | |||
| $253K | 0.08% | 10,531 -964 | -8% | -$23.2K | |||
| $249K | 0.08% | 5,499 | New | +$249K |
