PWM
Palumbo Wealth Management Portfolio holdings
AUM
$405M
1-Year Est. Return
32.02%
This Fund
S&P 500
1 Year Est. Return
+32.02%
AUM
$405M
AUM Growth
+$92.2M
(+29%)
Holding
239
Top Buys
| 1 | +$15.7M | |
| 2 | +$7.7M | |
| 3 | +$6.62M | |
| 4 |
Amazon
AMZN
|
+$6.47M |
| 5 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
+$5.5M |
Top Sells
| 1 | +$9.5M | |
| 2 | +$5.19M | |
| 3 | +$4.09M | |
| 4 |
SIXG
Defiance Connective Technologies ETF
SIXG
|
+$3.17M |
| 5 |
O'Reilly Automotive
ORLY
|
+$3.08M |
Sector Composition
| 1 | Technology | 17.28% |
| 2 | Healthcare | 11.13% |
| 3 | Consumer Discretionary | 10.31% |
| 4 | Communication Services | 7.66% |
| 5 | Financials | 6.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
CVS Health
CVS
$102B
| – | – |
-3,995
|
|
||
227
Novavax
NVAX
$1.65B
| – | – |
-31,045
|
|
||
228
Oscar Health
OSCR
$4.06B
| – | – |
-14,044
|
|
||
229
uniQure
QURE
$974M
| – | – |
-21,778
|
|
||
230
Resideo Technologies
REZI
$5.79B
| – | – |
-5,546
|
|
||
231
Service Corp International
SCI
$11.7B
| – | – |
-2,683
|
|
||
232
Schrodinger
SDGR
$888M
| – | – |
-14,390
|
|
||
233
Sherwin-Williams
SHW
$89.8B
| – | – |
-8,785
|
|
||
|
SPYM
234
State Street SPDR Portfolio S&P 500 ETF
SPYM
$107B
| – | – |
-28,049
|
|
||
235
Treace Medical Concepts
TMCI
$119M
| – | – |
-20,022
|
|
||
236
UnitedHealth
UNH
$266B
| – | – |
-4,303
|
|
||
237
State Street Communication Services Select Sector SPDR ETF
XLC
$27.1B
| – | – |
-123,809
|
|
||
|
ETHA
238
iShares Ethereum Trust ETF
ETHA
$1.11B
| – | – |
-29,280
|
|
||
|
CRWV
239
CoreWeave Inc
CRWV
$41.5B
| – | – |
-1,954
|
|