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
$299M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.63M
3
+$1.53M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.45M
5
NVDA icon
NVIDIA
NVDA
+$1.4M

Top Sells

1
+$3.62M
2
+$1.22M
3
+$638K
4
CRWD icon
CrowdStrike
CRWD
+$407K
5
NOW icon
ServiceNow
NOW
+$296K

Sector Composition

1 Technology 15.17%
2 Healthcare 8.12%
3 Financials 7.99%
4 Consumer Discretionary 7.11%
5 Industrials 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.03M 1.01%
8,691
+2,044
27
$3.02M 1.01%
27,465
+6,309
28
$2.95M 0.99%
53,539
+12,550
29
$2.94M 0.98%
17,729
+5,059
30
$2.88M 0.96%
19,737
-112
31
$2.85M 0.95%
11,617
+205
32
$2.6M 0.87%
10,436
+1,320
33
$2.51M 0.84%
5,054
+1,459
34
$2.43M 0.81%
65,772
+19,982
35
$2.41M 0.81%
24,900
36
$2.41M 0.81%
4,261
+799
37
$2.36M 0.79%
23,411
+20,379
38
$2.32M 0.78%
28,078
+17,542
39
$2.27M 0.76%
19,210
+7,790
40
$2.1M 0.7%
4,615
+1,352
41
$1.97M 0.66%
47,247
+7,714
42
$1.93M 0.64%
3,345
+1,000
43
$1.9M 0.63%
12,135
+738
44
$1.88M 0.63%
38,119
+9,710
45
$1.84M 0.61%
10,792
+861
46
$1.79M 0.6%
6,621
+75
47
$1.76M 0.59%
54,325
-24
48
$1.55M 0.52%
15,714
-625
49
$1.46M 0.49%
3,814
+1,546
50
$1.4M 0.47%
5,231
+1,286
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