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
$323M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.69M
3
+$1.41M
4
NPCE icon
Neuropace
NPCE
+$1.38M
5
NVDA icon
NVIDIA
NVDA
+$1.22M

Top Sells

1
+$3.71M
2
+$2.27M
3
+$1.14M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$759K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$599K

Sector Composition

1 Technology 17.36%
2 Healthcare 7.62%
3 Consumer Discretionary 7.61%
4 Financials 7.34%
5 Industrials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NOW icon
76
ServiceNow
NOW
$176B
$728K 0.23%
708
+13
PMAY icon
77
Innovator US Equity Power Buffer ETF May
PMAY
$636M
$694K 0.21%
18,354
VTI icon
78
Vanguard Total Stock Market ETF
VTI
$547B
$693K 0.21%
2,280
-35
OKLO
79
Oklo
OKLO
$15.2B
$684K 0.21%
12,210
+50
MTUM icon
80
iShares MSCI USA Momentum Factor ETF
MTUM
$18.7B
$682K 0.21%
2,840
+5
HD icon
81
Home Depot
HD
$361B
$673K 0.21%
1,836
+80
PLTR icon
82
Palantir
PLTR
$415B
$665K 0.21%
4,876
-48
SSO icon
83
ProShares Ultra S&P500
SSO
$7.71B
$638K 0.2%
6,525
+695
NET icon
84
Cloudflare
NET
$73.8B
$625K 0.19%
3,193
-72
CI icon
85
Cigna
CI
$72B
$623K 0.19%
1,884
+8
NKTR icon
86
Nektar Therapeutics
NKTR
$1.15B
$614K 0.19%
+23,772
XLY icon
87
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.7B
$613K 0.19%
2,818
-41
WMT icon
88
Walmart
WMT
$817B
$609K 0.19%
6,224
+497
NFLX icon
89
Netflix
NFLX
$471B
$599K 0.19%
447
+12
SIBN icon
90
SI-BONE Inc
SIBN
$756M
$577K 0.18%
+30,649
XLP icon
91
Consumers Staples Select Sector SPDR Fund
XLP
$15.1B
$573K 0.18%
7,081
-166
MLPX icon
92
Global X MLP & Energy Infrastructure ETF
MLPX
$2.56B
$569K 0.18%
9,082
GFL icon
93
GFL Environmental
GFL
$15.9B
$553K 0.17%
+10,983
AVGO icon
94
Broadcom
AVGO
$1.62T
$553K 0.17%
+2,006
BX icon
95
Blackstone
BX
$109B
$543K 0.17%
3,633
-74
NTNX icon
96
Nutanix
NTNX
$17.8B
$539K 0.17%
7,051
-63
SNOW icon
97
Snowflake
SNOW
$87.1B
$534K 0.17%
2,386
-20
SDGR icon
98
Schrodinger
SDGR
$1.3B
$534K 0.17%
26,518
+9,025
XOM icon
99
Exxon Mobil
XOM
$503B
$510K 0.16%
4,731
-933
VOO icon
100
Vanguard S&P 500 ETF
VOO
$765B
$500K 0.15%
881
+301
2 3
4
5 6