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
126
$316K 0.1%
21,485
-9,164
127
$315K 0.1%
3,191
+25
128
$315K 0.1%
4,376
+130
129
$315K 0.1%
1,979
+6
130
$311K 0.1%
4,242
-1,362
131
$307K 0.1%
13,360
+978
132
$291K 0.09%
1,266
+163
133
$289K 0.09%
14,390
-12,128
134
$288K 0.09%
2,000
-170
135
$287K 0.09%
2,374
+368
136
$283K 0.09%
5,125
-538
137
$282K 0.09%
+910
138
$282K 0.09%
146,079
+59,159
139
$280K 0.09%
128,980
+23,604
140
$279K 0.09%
2,049
+331
141
$275K 0.09%
+5,095
142
$273K 0.09%
216,506
+84,073
143
$271K 0.09%
124,533
+4,067
144
$269K 0.09%
+31,045
145
$267K 0.09%
+1,954
146
$267K 0.09%
+2,789
147
$267K 0.09%
+3,995
148
$267K 0.09%
3,173
-129
149
$266K 0.08%
+14,044
150
$263K 0.08%
+1,427
4 5
6
7 8