PWM

Palumbo Wealth Management Portfolio holdings

AUM $313M
1-Year Est. Return 29.18%
This Quarter Est. Return
1 Year Est. Return
+29.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
-$9.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$6.06M
2
+$4.61M
3
+$4.01M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.9M
5
MRVL icon
Marvell Technology
MRVL
+$3.12M

Top Sells

1
+$19.7M
2
+$5.26M
3
+$3.39M
4
FISV
Fiserv Inc
FISV
+$3.26M
5
GLD icon
SPDR Gold Trust
GLD
+$3.19M

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
MRVL icon
26
Marvell Technology
MRVL
$77.1B
$3.12M 1%
+37,055
TSCO icon
27
Tractor Supply
TSCO
$28.9B
$3.1M 0.99%
54,751
+262
SHW icon
28
Sherwin-Williams
SHW
$85.2B
$3.02M 0.96%
8,785
+6
IBM icon
29
IBM
IBM
$288B
$2.87M 0.92%
10,523
+82
ACN icon
30
Accenture
ACN
$155B
$2.66M 0.85%
10,896
+165
META icon
31
Meta Platforms (Facebook)
META
$1.63T
$2.63M 0.84%
4,243
+656
TMO icon
32
Thermo Fisher Scientific
TMO
$222B
$2.61M 0.83%
5,546
+183
LEN icon
33
Lennar Class A
LEN
$32.4B
$2.6M 0.83%
+20,737
MSCI icon
34
MSCI
MSCI
$42.4B
$2.5M 0.8%
4,435
+51
BAC icon
35
Bank of America
BAC
$392B
$2.5M 0.8%
51,173
+493
AMD icon
36
Advanced Micro Devices
AMD
$354B
$2.47M 0.79%
15,756
+5,822
BSX icon
37
Boston Scientific
BSX
$151B
$2.4M 0.77%
+25,330
NPCE icon
38
Neuropace
NPCE
$545M
$2.04M 0.65%
197,476
+27,586
BE icon
39
Bloom Energy
BE
$25.8B
$1.98M 0.63%
23,444
+7,368
OXY icon
40
Occidental Petroleum
OXY
$41.4B
$1.76M 0.56%
37,174
-842
DIS icon
41
Walt Disney
DIS
$187B
$1.69M 0.54%
15,403
+103
CRWD icon
42
CrowdStrike
CRWD
$128B
$1.58M 0.51%
3,339
+492
PG icon
43
Procter & Gamble
PG
$346B
$1.49M 0.48%
10,681
+644
NKTR icon
44
Nektar Therapeutics
NKTR
$1.33B
$1.49M 0.48%
26,154
+2,382
MNDY icon
45
monday.com
MNDY
$7.42B
$1.4M 0.45%
7,243
+2,416
UNH icon
46
UnitedHealth
UNH
$299B
$1.39M 0.44%
+4,303
JOET icon
47
Virtus Terranova US Quality Momentum ETF
JOET
$240M
$1.38M 0.44%
32,165
-3,066
LMT icon
48
Lockheed Martin
LMT
$106B
$1.35M 0.43%
2,767
+62
CRM icon
49
Salesforce
CRM
$219B
$1.32M 0.42%
5,805
+331
FDS icon
50
Factset
FDS
$10.4B
$1.3M 0.42%
4,603
+130
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