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
101
$452K 0.15%
5,496
+96
102
$427K 0.14%
451
+76
103
$420K 0.14%
32,397
+10,864
104
$419K 0.14%
3,174
105
$416K 0.14%
4,924
-2,047
106
$411K 0.14%
+497
107
$406K 0.14%
4,350
+1,130
108
$397K 0.13%
2,045
+6
109
$392K 0.13%
4,261
+351
110
$390K 0.13%
3,489
+180
111
$386K 0.13%
2,515
+628
112
$384K 0.13%
826
+136
113
$379K 0.13%
9,309
114
$374K 0.13%
7,954
+2,193
115
$368K 0.12%
3,265
-382
116
$367K 0.12%
22,402
+8,893
117
$367K 0.12%
+31,607
118
$357K 0.12%
3,972
+300
119
$356K 0.12%
99,205
+12,501
120
$355K 0.12%
14,263
+4,133
121
$352K 0.12%
2,406
+511
122
$348K 0.12%
3,143
+75
123
$346K 0.12%
12,246
+1,675
124
$345K 0.12%
+17,493
125
$341K 0.11%
3,479
-296
3 4
5
6 7