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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
(+1.1%)
Cap. Flow
+$12.8M
Cap. Flow
% of AUM
3.12%
Top 10 Holdings %
Top 10 Hldgs %
40.38%
Holding
241
New
23
Increased
104
Reduced
76
Closed
20
Top Buys
| 1 |
JPMorgan Chase
JPM
|
+$5.47M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$5.18M |
| 3 |
iShares Bitcoin Trust
IBIT
|
+$3.27M |
| 4 |
Uber
UBER
|
+$2.52M |
| 5 |
NVIDIA
NVDA
|
+$1.62M |
Top Sells
| 1 |
Grayscale Bitcoin Trust
GBTC
|
+$4.6M |
| 2 |
Williams-Sonoma
WSM
|
+$2.47M |
| 3 |
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 | |
|---|---|---|---|---|---|---|
51
Applied Materials
AMAT
$459B
| $1.51M | 0.37% |
4,430
-177
| -4% | -$59.5K |
|
52
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.56B
| $1.5M | 0.37% |
86,451
| – | – |
|
53
Boston Scientific
BSX
$64.3B
| $1.47M | 0.36% |
23,362
-1,959
| -8% | -$157K |
|
54
Butterfly Network
BFLY
$1.94B
| $1.46M | 0.36% |
360,328
-52,989
| -13% | -$205K |
|
55
Procter & Gamble
PG
$344B
| $1.37M | 0.33% |
9,474
-887
| -9% | -$134K |
|
56
JPMorgan US Momentum Factor ETF
JMOM
$2.47B
| $1.35M | 0.33% |
19,949
| – | – |
|
57
Accenture
ACN
$84.1B
| $1.32M | 0.32% |
6,670
-1,485
| -18% | -$346K |
|
58
Global X Uranium ETF
URA
$5.67B
| $1.29M | 0.31% |
26,537
| – | – |
|
59
iShares MSCI EAFE ETF
EFA
$77.5B
| $1.24M | 0.3% |
12,720
-76
| -0.6% | -$7.6K |
|
60
Invesco S&P 500 Equal Weight ETF
RSP
$96.2B
| $1.19M | 0.29% |
+6,208
| New | +$1.23M |
|
61
Eaton
ETN
$160B
| $1.17M | 0.29% |
3,267
+62
| +2% | +$22.1K |
|
62
Amphenol
APH
$194B
| $1.16M | 0.28% |
9,197
+29
| +0.3% | +$4.08K |
|
63
Pacer Lunt Large Cap Multi-Factor Alternator ETF
PALC
$215M
| $1.14M | 0.28% |
22,086
| – | – |
|
64
Virtus Terranova US Quality Momentum ETF
JOET
$241M
| $1.12M | 0.27% |
27,976
-1,430
| -5% | -$60.1K |
|
65
ServiceNow
NOW
$109B
| $1.05M | 0.26% |
10,075
+363
| +4% | +$42.7K |
|
66
Vanguard S&P 500 ETF
VOO
$989B
| $1.04M | 0.25% |
1,748
-53
| -3% | -$33.1K |
|
67
S&P Global
SPGI
$131B
| $1.04M | 0.25% |
2,456
-26
| -1% | -$12.1K |
|
68
Lockheed Martin
LMT
$119B
| $1.03M | 0.25% |
1,700
+54
| +3% | +$33.3K |
|
69
Tesla
TSLA
$1.49T
| $1.01M | 0.25% |
2,721
+194
| +8% | +$79.9K |
|
70
Eli Lilly
LLY
$1.03T
| $1.01M | 0.25% |
1,099
+62
| +6% | +$62.9K |
|
71
Hilton Worldwide
HLT
$74.6B
| $993K | 0.24% |
3,266
-389
| -11% | -$118K |
|
|
WCN
72
Waste Connections
WCN
$43.5B
| $984K | 0.24% |
6,075
-229
| -4% | -$38.2K |
|
73
Broadcom
AVGO
$1.88T
| $973K | 0.24% |
3,143
+164
| +6% | +$54K |
|
74
Cloudflare
NET
$97.6B
| $951K | 0.23% |
4,609
+721
| +19% | +$137K |
|
75
iShares US Technology ETF
IYW
$25B
| $943K | 0.23% |
5,200
| – | – |
|
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