PWM
Palumbo Wealth Management Portfolio holdings
AUM
$323M
This Quarter Return
+9.33%
1 Year Return
+22.5%
3 Year Return
+55.87%
5 Year Return
–
10 Year Return
–
AUM
$124M
AUM Growth
–
Cap. Flow
+$124M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
60.37%
Holding
89
New
89
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$11.9M |
| 2 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$11.6M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$11.4M |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$9.13M |
| 5 |
SPDR Gold Trust
GLD
|
$8.58M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 8.02% |
| 2 | Financials | 4.97% |
| 3 | Consumer Discretionary | 4.96% |
| 4 | Consumer Staples | 4.64% |
| 5 | Communication Services | 4.12% |
