PWM

Palumbo Wealth Management Portfolio holdings

AUM $313M
1-Year Est. Return 29.18%
This Quarter Est. Return
1 Year Est. Return
+29.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
+$7.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$7.7M
3
+$1.25M
4
PHYS icon
Sprott Physical Gold
PHYS
+$1.16M
5
ANET icon
Arista Networks
ANET
+$1.11M

Top Sells

1
+$7.18M
2
+$5.99M
3
+$1.01M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1M
5
GLD icon
SPDR Gold Trust
GLD
+$907K

Sector Composition

1 Technology 13.05%
2 Industrials 4.67%
3 Financials 4.46%
4 Consumer Discretionary 3.43%
5 Consumer Staples 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.4M 9.02%
141,762
+75,867
2
$13.8M 8.67%
120,330
+1,833
3
$12.5M 7.85%
68,948
+6,897
4
$9.35M 5.85%
72,344
+2,402
5
$9.16M 5.74%
53,602
-5,303
6
$9.01M 5.64%
279,438
+242,725
7
$9M 5.63%
60,721
+1,581
8
$7.96M 4.98%
16,750
-12,612
9
$4.37M 2.74%
24,632
+148
10
$4.16M 2.61%
12,376
+197
11
$3.23M 2.02%
41,080
+4,979
12
$3.01M 1.89%
102,370
+780
13
$2.96M 1.85%
206,238
+80,463
14
$1.82M 1.14%
11,467
+430
15
$1.79M 1.12%
20,041
+99
16
$1.67M 1.04%
10,178
+176
17
$1.62M 1.01%
33,148
+3,695
18
$1.56M 0.98%
111,007
-510,289
19
$1.47M 0.92%
70,579
+31,864
20
$1.42M 0.89%
8,520
+20
21
$1.25M 0.79%
9,184
+372
22
$1.24M 0.78%
21,014
+891
23
$1.2M 0.75%
3,026
+6
24
$1.18M 0.74%
5,708
+334
25
$1.16M 0.73%
6,721
+284
1
2 3 4 5