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 | |
|---|---|---|---|---|---|---|---|
| $249K | 0.08% | 5,416 | New | +$249K | |||
| $242K | 0.08% | 3,926 | New | +$242K | |||
| $242K | 0.08% | 5,376 | New | +$242K | |||
| $239K | 0.08% | 1,631 | New | +$239K | |||
| $233K | 0.08% | 953 | New | +$233K | |||
| $229K | 0.08% | 902 +43 | +5% | +$10.9K | |||
| $226K | 0.08% | 2,158 +507 | +31% | +$53.2K | |||
| $225K | 0.08% | 605 | New | +$225K | |||
| $225K | 0.08% | 58,278 +3,582 | +7% | +$13.8K | |||
| $221K | 0.07% | 14,102 +3,881 | +38% | +$60.9K | |||
| $216K | 0.07% | 25,690 +3,431 | +15% | +$28.8K | |||
| $211K | 0.07% | 2,670 | New | +$211K | |||
| $206K | 0.07% | 2,925 | New | +$206K | |||
| $203K | 0.07% | 5,612 | New | +$203K | |||
| $193K | 0.06% | 109,643 +44,283 | +68% | +$77.9K | |||
| $193K | 0.06% | 84,618 +11,248 | +15% | +$25.6K | |||
| $190K | 0.06% | 95,462 | New | +$190K | |||
| $181K | 0.06% | 23,765 +5,980 | +34% | +$45.4K | |||
| $177K | 0.06% | 104,754 -3,393 | -3% | -$5.73K | |||
| $176K | 0.06% | 14,950 +502 | +3% | +$5.9K | |||
| $172K | 0.06% | 17,986 +6,559 | +57% | +$62.7K | |||
| $167K | 0.06% | 38,666 +18,476 | +92% | +$79.8K | |||
| $165K | 0.06% | 15,982 +4,645 | +41% | +$47.8K | |||
| $142K | 0.05% | 12,869 | New | +$142K | |||
| $136K | 0.05% | 27,638 +10,597 | +62% | +$52K |
