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
201
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-29,784
202
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-53,753
203
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-31,607
204
– –
-25,400
205
– –
-19,210
206
– –
-4,193
207
– –
-25,690
208
– –
-7,089
209
– –
-15,845
210
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-5,612
211
– –
-58,954
212
– –
-27,638
5 6 7 8
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