PWM
Palumbo Wealth Management Portfolio holdings
AUM
$323M
This Quarter Return
+8.08%
1 Year Return
+22.5%
3 Year Return
+55.87%
5 Year Return
–
10 Year Return
–
AUM
$223M
AUM Growth
+$223M
(+14%)
Cap. Flow
+$16.2M
Cap. Flow
% of AUM
7.26%
Top 10 Holdings %
Top 10 Hldgs %
41.9%
Holding
145
New
22
Increased
76
Reduced
34
Closed
5
Top Buys
| 1 |
iShares S&P 100 ETF
OEF
|
$3.02M |
| 2 |
Real Estate Select Sector SPDR Fund
XLRE
|
$2.27M |
| 3 |
Walt Disney
DIS
|
$1.64M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$1.47M |
| 5 |
Illinois Tool Works
ITW
|
$1.03M |
Top Sells
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$2.78M |
| 2 |
Hercules Capital
HTGC
|
$600K |
| 3 |
Intel
INTC
|
$469K |
| 4 |
iShares TIPS Bond ETF
TIP
|
$390K |
| 5 |
Sprott Physical Gold
PHYS
|
$368K |
Sector Composition
| 1 | Technology | 12.43% |
| 2 | Consumer Discretionary | 6.47% |
| 3 | Financials | 6.4% |
| 4 | Consumer Staples | 6.24% |
| 5 | Industrials | 6.12% |
