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PWM

Palumbo Wealth Management Portfolio holdings

AUM $410M
1-Year Est. Return 32.56%
This Fund
S&P 500
This Quarter Est. Return
+1.61%
1 Year Est. Return
+32.56%
3 Year Est. Return
+80.66%
5 Year Est. Return
+99.66%
10 Year Est. Return
–
AUM
$410M
AUM Growth
+$4.51M
Cap. Flow
+$12.8M
Cap. Flow %
3.12%
Top 10 Hldgs %
40.38%
Holding
241
New
23
Increased
104
Reduced
76
Closed
20

Top Buys

1
JPM icon
JPMorgan Chase
JPM
+$5.47M
2
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.18M
3
IBIT icon
iShares Bitcoin Trust
IBIT
+$3.27M
4
UBER icon
Uber
UBER
+$2.52M
5
NVDA icon
NVIDIA
NVDA
+$1.62M

Top Sells

1
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$4.6M
2
WSM icon
Williams-Sonoma
WSM
+$2.47M
3
LEN icon
Lennar Class A
LEN
+$1.32M
4
CDTX
Cidara Therapeutics
CDTX
+$725K
5
ETHE
Grayscale Ethereum Staking ETF Shares
ETHE
+$685K

Sector Composition

1 Technology 16.45%
2 Healthcare 9.8%
3 Consumer Discretionary 8.46%
4 Industrials 7.3%
5 Communication Services 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FOX icon
226
Fox Class B
FOX
$21.2B
– –
-3,132
Closed -$203K
GBTC icon
227
Grayscale Bitcoin Trust
GBTC
$9.79B
– –
-67,259
Closed -$4.6M
LEN icon
228
Lennar Class A
LEN
$20.6B
– –
-12,861
Closed -$1.32M
MMM icon
229
3M
MMM
$83.1B
– –
-1,270
Closed -$203K
NOK icon
230
Nokia
NOK
$61.2B
– –
-18,143
Closed -$117K
RXST icon
231
RxSight
RXST
$210M
– –
-30,789
Closed -$321K
SHOP icon
232
Shopify
SHOP
$162B
– –
-1,600
Closed -$258K
SSUS icon
233
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
$571M
– –
-4,266
Closed -$208K
SYK icon
234
Stryker
SYK
$121B
– –
-604
Closed -$212K
TEAM icon
235
Atlassian
TEAM
$23.3B
– –
-1,941
Closed -$315K
WVE icon
236
Wave Life Sciences
WVE
$1.14B
– –
-11,356
Closed -$193K
XGN icon
237
Exagen
XGN
$103M
– –
-43,345
Closed -$264K
TECX
238
Tectonic Therapeutic
TECX
$617M
– –
-13,046
Closed -$272K
ETHE
239
Grayscale Ethereum Staking ETF Shares
ETHE
$1.56B
– –
-28,095
Closed -$685K
EXE
240
Expand Energy Corp
EXE
$21B
– –
-1,820
Closed -$201K
BBNX
241
Beta Bionics
BBNX
$767M
– –
-8,729
Closed -$266K
6 7 8 9
10

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