PWM

Palumbo Wealth Management Portfolio holdings

AUM $323M
1-Year Est. Return 22.5%
This Quarter Est. Return
1 Year Est. Return
+22.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.44M
3
+$1.7M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$842K
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$626K

Top Sells

1
+$1.62M
2
+$1.57M
3
+$1.13M
4
NVDA icon
NVIDIA
NVDA
+$764K
5
MSTB icon
LHA Market State Tactical Beta ETF
MSTB
+$549K

Sector Composition

1 Technology 13.66%
2 Consumer Discretionary 6.48%
3 Financials 6.3%
4 Healthcare 6.02%
5 Consumer Staples 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6.36K ﹤0.01%
+10,955
152
– –
-14,368
153
– –
-20,907
154
– –
-10,243
155
– –
-31,354
156
– –
-26,068
157
– –
-418
3 4 5 6
7