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
176
$35.6K 0.01%
42,117
+456
177
$29.7K 0.01%
+39,497
178
$4.38K ﹤0.01%
+123,809
179
$471 ﹤0.01%
+28,049
180
– –
-18,896
181
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-295,328
182
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-12,676
183
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-6,872
184
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-803
185
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-48,541
186
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187
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188
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-17,008
189
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-26,216
190
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-3,748
191
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-4,791
192
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-15,065
193
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-877
194
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195
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196
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197
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198
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-83,999
199
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200
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