PWM
Palacios Wealth Management Portfolio holdings
AUM
$152M
1-Year Est. Return
47.39%
1 Year Est. Return
+47.39%
AUM
$122M
AUM Growth
-$13M
(-9.6%)
Holding
77
Top Buys
| 1 | +$3.29M | |
| 2 | +$2.14M | |
| 3 | +$1.91M | |
| 4 |
JPMorgan Chase
JPM
|
+$1.52M |
| 5 |
NVIDIA
NVDA
|
+$1.5M |
Top Sells
| 1 | +$25.6M | |
| 2 | +$7.82M | |
| 3 | +$5.73M | |
| 4 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
+$674K |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$457K |
Sector Composition
| 1 | Technology | 57.03% |
| 2 | Communication Services | 8.4% |
| 3 | Consumer Discretionary | 6.89% |
| 4 | Financials | 5.85% |
| 5 | Healthcare | 3.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Procter & Gamble
PG
$343B
| – | – |
-257,260
|
|
||
77
Grayscale Bitcoin Trust
GBTC
$41.5B
| – | – |
-1,000,000
|
|