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
$313M
AUM Growth
-$9.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1 +$6.06M
2 +$4.61M
3 +$4.01M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.9M
5
MRVL icon
Marvell Technology
MRVL
+$3.12M

Top Sells

1 +$19.7M
2 +$5.26M
3 +$3.39M
4
FISV
Fiserv Inc
FISV
+$3.26M
5
GLD icon
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
DNTH icon
151
Dianthus Therapeutics
DNTH
$1.89B
$262K 0.08%
+6,650
ABR icon
152
Arbor Realty Trust
ABR
$1.74B
$261K 0.08%
21,349
+389
IMNM icon
153
Immunome
IMNM
$1.69B
$256K 0.08%
+21,844
MDGL icon
154
Madrigal Pharmaceuticals
MDGL
$13.6B
$250K 0.08%
+545
NFG icon
155
National Fuel Gas
NFG
$7.45B
$250K 0.08%
2,706
+18
SIXG
156
Defiance Connective Technologies ETF
SIXG
$665M
$247K 0.08%
52,993
+48,993
TEAM icon
157
Atlassian
TEAM
$39.3B
$245K 0.08%
1,535
+287
PATH icon
158
UiPath
PATH
$7.36B
$244K 0.08%
18,247
+2,316
REZI icon
159
Resideo Technologies
REZI
$4.94B
$239K 0.08%
+5,546
SSUS icon
160
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
$560M
$239K 0.08%
4,954
-2,920
BIB icon
161
ProShares Ultra NASDAQ Biotechnology
BIB
$87.9M
$238K 0.08%
+12,851
SHOP icon
162
Shopify
SHOP
$207B
$238K 0.08%
+1,600
UPS icon
163
United Parcel Service
UPS
$81.3B
$229K 0.07%
2,981
+49
UBER icon
164
Uber
UBER
$182B
$229K 0.07%
2,993
+246
PLD icon
165
Prologis
PLD
$119B
$224K 0.07%
2,260
+283
SCI icon
166
Service Corp International
SCI
$11.1B
$223K 0.07%
+2,683
RXST icon
167
RxSight
RXST
$470M
$215K 0.07%
+23,967
TSLA icon
168
Tesla
TSLA
$1.43T
$214K 0.07%
1,352
-60
TWLO icon
169
Twilio
TWLO
$19.7B
$213K 0.07%
2,133
+457
TXN icon
170
Texas Instruments
TXN
$153B
$213K 0.07%
1,293
+125
VZ icon
171
Verizon
VZ
$173B
$204K 0.07%
6,200
+533
BWAY
172
Brainsway
BWAY
$342M
$178K 0.06%
11,837
-400
CRVS icon
173
Corvus Pharmaceuticals
CRVS
$685M
$174K 0.06%
+23,614
TMCI icon
174
Treace Medical Concepts
TMCI
$190M
$134K 0.04%
+20,022
BBIN icon
175
JPMorgan BetaBuilders International Equity ETF
BBIN
$5.95B
$51.9K 0.02%
+416,315