PWM
Palumbo Wealth Management Portfolio holdings
AUM
$405M
1-Year Est. Return
32.03%
This Fund
S&P 500
1 Year Est. Return
+32.03%
AUM
$313M
AUM Growth
-$9.8M
(-3%)
Holding
235
Top Buys
| 1 | +$28.6M | |
| 2 | +$13.8M | |
| 3 | +$8.39M | |
| 4 |
iShares Bitcoin Trust
IBIT
|
+$6.07M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$4.96M |
Top Sells
| 1 | +$19.7M | |
| 2 | +$5.26M | |
| 3 | +$3.39M | |
| 4 |
FISV
Fiserv Inc
FISV
|
+$3.26M |
| 5 |
SPDR Gold Trust
GLD
|
+$2.86M |
Sector Composition
| 1 | Technology | 19.49% |
| 2 | Consumer Discretionary | 11.97% |
| 3 | Healthcare | 11.39% |
| 4 | Industrials | 7.98% |
| 5 | Financials | 6.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.7B
| – | – |
-7,081
|
|
||
227
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.38B
| – | – |
-81,941
|
|
||
228
State Street Utilities Select Sector SPDR ETF
XLU
$24.3B
| – | – |
-6,474
|
|
||
229
State Street Health Care Select Sector SPDR ETF
XLV
$38.4B
| – | – |
-19,547
|
|
||
230
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.5B
| – | – |
-5,636
|
|
||
231
Reddit
RDDT
$24.3B
| – | – |
-2,111
|
|
||
232
GE Vernova
GEV
$235B
| – | – |
-432
|
|
||
|
GRCE
233
Grace Therapeutics
GRCE
$73.8M
| – | – |
-48,541
|
|
||
|
BBNX
234
Beta Bionics
BBNX
$511M
| – | – |
-29,579
|
|
||
235
Automatic Data Processing
ADP
$82.3B
| – | – |
-803
|
|