PWM
Palumbo Wealth Management Portfolio holdings
AUM
$313M
1-Year Est. Return
29.18%
1 Year Est. Return
+29.18%
AUM
$313M
AUM Growth
-$9.8M
(-3%)
Holding
235
Top Buys
| 1 | +$6.06M | |
| 2 | +$4.61M | |
| 3 | +$4.01M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$3.9M |
| 5 |
Marvell Technology
MRVL
|
+$3.12M |
Top Sells
| 1 | +$19.7M | |
| 2 | +$5.26M | |
| 3 | +$3.39M | |
| 4 |
FISV
Fiserv Inc
FISV
|
+$3.26M |
| 5 |
SPDR Gold Trust
GLD
|
+$3.19M |
Sector Composition
| 1 | Technology | 19.49% |
| 2 | Consumer Discretionary | 11.97% |
| 3 | Healthcare | 11.39% |
| 4 | Industrials | 7.98% |
| 5 | Financials | 6.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
SI-BONE Inc
SIBN
$763M
| $316K | 0.1% |
21,485
-9,164
|
|
||
127
Consolidated Edison
ED
$37B
| $315K | 0.1% |
3,191
+25
|
|
||
128
Merck
MRK
$275B
| $315K | 0.1% |
4,376
+130
|
|
||
129
Qualcomm
QCOM
$173B
| $315K | 0.1% |
1,979
+6
|
|
||
130
Mirum Pharmaceuticals
MIRM
$4.77B
| $311K | 0.1% |
4,242
-1,362
|
|
||
131
AT&T
T
$168B
| $307K | 0.1% |
13,360
+978
|
|
||
132
GE Aerospace
GE
$337B
| $291K | 0.09% |
1,266
+163
|
|
||
133
Schrodinger
SDGR
$1.29B
| $289K | 0.09% |
14,390
-12,128
|
|
||
134
Yum! Brands
YUM
$44.7B
| $288K | 0.09% |
2,000
-170
|
|
||
135
Broadcom
AVGO
$1.62T
| $287K | 0.09% |
2,374
+368
|
|
||
136
Coca-Cola
KO
$303B
| $283K | 0.09% |
5,125
-538
|
|
||
137
MongoDB
MDB
$31.7B
| $282K | 0.09% |
+910
|
|
||
138
Butterfly Network
BFLY
$1.15B
| $282K | 0.09% |
146,079
+59,159
|
|
||
139
Seer Inc
SEER
$107M
| $280K | 0.09% |
128,980
+23,604
|
|
||
140
Datadog
DDOG
$42.4B
| $279K | 0.09% |
2,049
+331
|
|
||
141
Symbotic
SYM
$7.62B
| $275K | 0.09% |
+5,095
|
|
||
142
Heron Therapeutics
HRTX
$273M
| $273K | 0.09% |
216,506
+84,073
|
|
||
143
Erasca
ERAS
$2.71B
| $271K | 0.09% |
124,533
+4,067
|
|
||
144
Novavax
NVAX
$1.26B
| $269K | 0.09% |
+31,045
|
|
||
|
CRWV
145
CoreWeave Inc
CRWV
$47.4B
| $267K | 0.09% |
+1,954
|
|
||
|
CDTX
146
DELISTED
Cidara Therapeutics
CDTX
| $267K | 0.09% |
+2,789
|
|
||
147
CVS Health
CVS
$103B
| $267K | 0.09% |
+3,995
|
|
||
148
Starbucks
SBUX
$106B
| $267K | 0.09% |
3,173
-129
|
|
||
149
Oscar Health
OSCR
$5.01B
| $266K | 0.08% |
+14,044
|
|
||
150
Vistra
VST
$61.1B
| $263K | 0.08% |
+1,427
|
|