PWM

Palumbo Wealth Management Portfolio holdings

AUM $405M
1-Year Est. Return 32.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.03%
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
126
$379K 0.12%
101,438
+3,921
127
$373K 0.12%
3,475
-14
128
$359K 0.11%
7,956
+2
129
$358K 0.11%
12,382
+136
130
$357K 0.11%
2,447
+29
131
$354K 0.11%
7,874
-1,435
132
$350K 0.11%
3,345
-1,011
133
$338K 0.1%
18,667
+681
134
$336K 0.1%
4,246
+274
135
$332K 0.1%
15,782
-6,620
136
$331K 0.1%
6,872
+63
137
$329K 0.1%
3,011
+127
138
$328K 0.1%
+79,404
139
$322K 0.1%
1,711
+10
140
$322K 0.1%
2,170
+50
141
$318K 0.1%
2,111
-47
142
$318K 0.1%
3,166
+23
143
$314K 0.1%
1,973
-542
144
$303K 0.09%
3,302
-177
145
$296K 0.09%
2,932
+173
146
$286K 0.09%
3,396
-7
147
$285K 0.09%
5,604
+228
148
$284K 0.09%
1,103
-358
149
$274K 0.08%
132,433
+8,330
150
$274K 0.08%
5,567
-380
4 5
6
7 8