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
1
$27.9M 8.65%
45,185
+250
2
$19.7M 6.1%
388,328
-1,726
3
$16M 4.96%
52,561
-1,276
4
$11.7M 3.61%
56,798
+4,331
5
$10.3M 3.18%
470,474
-13,217
6
$10.2M 3.17%
46,647
+11,077
7
$9.99M 3.09%
20,081
+59
8
$8.49M 2.63%
37,118
-216
9
$7.79M 2.41%
49,300
+7,736
10
$6.85M 2.12%
6,924
-67
11
$6.19M 1.92%
11,213
+344
12
$6.17M 1.91%
17,369
-308
13
$5.88M 1.82%
232,141
-44,867
14
$5.26M 1.63%
83,999
+7,505
15
$4.96M 1.54%
20,065
+291
16
$4.6M 1.43%
25,617
-239
17
$4.26M 1.32%
8,766
-1,562
18
$4.07M 1.26%
48,942
-945
19
$3.83M 1.19%
21,728
+809
20
$3.48M 1.08%
11,998
+381
21
$3.45M 1.07%
11,804
+182
22
$3.39M 1.05%
81,941
-3,491
23
$3.26M 1.01%
18,896
-62
24
$3.25M 1.01%
36,007
+502
25
$3.21M 0.99%
10,731
+282
1
2 3 4 5