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
51
$1.33M 0.45%
25,327
-216
52
$1.33M 0.44%
36,306
-2,538
53
$1.31M 0.44%
2,576
+197
54
$1.28M 0.43%
94,126
55
$1.18M 0.4%
4,867
+1,197
56
$1.06M 0.35%
16,684
-103
57
$1.02M 0.34%
12,496
-1
58
$997K 0.33%
4,580
+768
59
$988K 0.33%
21,105
+8,708
60
$987K 0.33%
7,444
+295
61
$980K 0.33%
20,447
+238
62
$924K 0.31%
2,621
-1,153
63
$923K 0.31%
29,421
+22,298
64
$863K 0.29%
2,615
+61
65
$860K 0.29%
3,163
+287
66
$784K 0.26%
3,445
+1,311
67
$737K 0.25%
13,068
+695
68
$730K 0.24%
5,200
69
$674K 0.23%
5,664
+1,490
70
$665K 0.22%
3,414
+619
71
$659K 0.22%
4,542
-293
72
$657K 0.22%
18,354
73
$646K 0.22%
3,053
+54
74
$644K 0.22%
1,756
+26
75
$636K 0.21%
2,315
+43
1 2
3
4 5