PWM

Palumbo Wealth Management Portfolio holdings

AUM $405M
1-Year Est. Return 32.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.02%
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
151
$264K 0.08%
6,474
-126
152
$264K 0.08%
21,651
+8,782
153
$262K 0.08%
+4,910
154
$260K 0.08%
3,748
-178
155
$257K 0.08%
2,920
-5
156
$256K 0.08%
+2,747
157
$256K 0.08%
14,549
+447
158
$253K 0.08%
1,248
-2
159
$247K 0.08%
+803
160
$245K 0.08%
5,667
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161
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1,168
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162
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603
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163
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877
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164
$236K 0.07%
+4,791
165
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+297
166
$231K 0.07%
+1,718
167
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168
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169
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170
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4,345
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171
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105,376
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172
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173
$224K 0.07%
20,960
+6,010
174
$224K 0.07%
1,472
-159
175
$222K 0.07%
113,666
+4,023
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7
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