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
76
$622K 0.21%
2,401
+1,130
77
$617K 0.21%
1,876
+86
78
$610K 0.2%
3,644
+533
79
$593K 0.2%
9,047
+21
80
$592K 0.2%
7,247
-204
81
$586K 0.2%
82,480
+28,583
82
$580K 0.19%
9,082
83
$573K 0.19%
2,835
+6
84
$567K 0.19%
46,111
+34,594
85
$564K 0.19%
2,859
-116
86
$553K 0.18%
695
-372
87
$536K 0.18%
5,740
-35
88
$523K 0.17%
15,306
89
$518K 0.17%
3,707
+262
90
$503K 0.17%
5,727
+1,037
91
$502K 0.17%
58,954
-4,446
92
$497K 0.17%
7,114
+1,732
93
$492K 0.16%
3,192
+74
94
$491K 0.16%
97,517
+21,899
95
$488K 0.16%
6,891
+544
96
$483K 0.16%
11,660
+1,184
97
$473K 0.16%
2,024
+473
98
$468K 0.16%
1,501
+122
99
$466K 0.16%
4,193
-563
100
$459K 0.15%
4,356
+201
2 3
4
5 6