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
126
$337K 0.11%
4,709
+682
127
$337K 0.11%
1,701
+6
128
$334K 0.11%
2,120
+47
129
$320K 0.11%
2,418
-63
130
$317K 0.11%
16,115
+4,284
131
$303K 0.1%
2,759
-47
132
$303K 0.1%
3,403
+853
133
$302K 0.1%
676
+3
134
$302K 0.1%
2,884
+40
135
$298K 0.1%
580
+1
136
$298K 0.1%
6,809
-1
137
$292K 0.1%
+1,461
138
$291K 0.1%
1,620
+483
139
$287K 0.1%
46,598
+16,272
140
$280K 0.09%
5,947
+366
141
$273K 0.09%
+124,103
142
$269K 0.09%
25,400
+651
143
$265K 0.09%
1,250
+332
144
$263K 0.09%
12,160
+1,814
145
$262K 0.09%
2,344
+321
146
$260K 0.09%
3,300
+43
147
$259K 0.09%
53,753
+16,189
148
$254K 0.08%
+1,280
149
$253K 0.08%
10,531
-964
150
$249K 0.08%
+5,499
4 5
6
7 8