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
176
$221K 0.07%
+81,093
177
$216K 0.07%
+2,180
178
$215K 0.07%
32,000
+544
179
$212K 0.07%
+759
180
$211K 0.07%
+4,000
181
$208K 0.06%
+1,676
182
$208K 0.06%
1,977
-367
183
$204K 0.06%
934
-19
184
$204K 0.06%
60,555
+2,277
185
$204K 0.06%
15,931
-51
186
$174K 0.05%
86,920
+2,302
187
$161K 0.05%
12,237
+464
188
$156K 0.05%
24,043
+1,415
189
$153K 0.05%
120,466
+77,135
190
$150K 0.05%
41,060
+2,394
191
$149K 0.05%
15,065
-17,332
192
$144K 0.04%
48,541
+2,534
193
$128K 0.04%
17,008
+740
194
$113K 0.03%
18,435
-5,330
195
$108K 0.03%
295,328
+17,326
196
$58.4K 0.02%
27,270
+772
197
$30.2K 0.01%
41,661
+499
198
– –
-11,412
199
– –
-46,598
200
– –
-10,531
5 6 7
8
9