PWM

Palumbo Wealth Management Portfolio holdings

AUM $323M
1-Year Est. Return 22.5%
This Quarter Est. Return
1 Year Est. Return
+22.5%
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
GDX icon
151
VanEck Gold Miners ETF
GDX
$21B
$249K 0.08%
+5,416
CSCO icon
152
Cisco
CSCO
$280B
$242K 0.08%
+3,926
MIRM icon
153
Mirum Pharmaceuticals
MIRM
$3.5B
$242K 0.08%
+5,376
MMM icon
154
3M
MMM
$87.6B
$239K 0.08%
+1,631
MMC icon
155
Marsh & McLennan
MMC
$88.2B
$233K 0.08%
+953
ECL icon
156
Ecolab
ECL
$72.5B
$229K 0.08%
902
+43
RDDT icon
157
Reddit
RDDT
$36.9B
$226K 0.08%
2,158
+507
SYK icon
158
Stryker
SYK
$136B
$225K 0.08%
+605
DSGN icon
159
Design Therapeutics
DSGN
$431M
$225K 0.08%
58,278
+3,582
PHVS icon
160
Pharvaris
PHVS
$1.39B
$221K 0.07%
14,102
+3,881
TMCI icon
161
Treace Medical Concepts
TMCI
$282M
$216K 0.07%
25,690
+3,431
NFG icon
162
National Fuel Gas
NFG
$7.17B
$211K 0.07%
+2,670
ROKU icon
163
Roku
ROKU
$15.1B
$206K 0.07%
+2,925
ZLAB icon
164
Zai Lab
ZLAB
$2.44B
$203K 0.07%
+5,612
NUVB icon
165
Nuvation Bio
NUVB
$1.62B
$193K 0.06%
109,643
+44,283
BFLY icon
166
Butterfly Network
BFLY
$563M
$193K 0.06%
84,618
+11,248
PRME icon
167
Prime Medicine
PRME
$679M
$190K 0.06%
+95,462
MDXG icon
168
MiMedx Group
MDXG
$1.1B
$181K 0.06%
23,765
+5,980
SEER icon
169
Seer Inc
SEER
$118M
$177K 0.06%
104,754
-3,393
ABR icon
170
Arbor Realty Trust
ABR
$1.81B
$176K 0.06%
14,950
+502
ASMB icon
171
Assembly Biosciences
ASMB
$485M
$172K 0.06%
17,986
+6,559
ORGO icon
172
Organogenesis Holdings
ORGO
$714M
$167K 0.06%
38,666
+18,476
PATH icon
173
UiPath
PATH
$7.59B
$165K 0.06%
15,982
+4,645
GHRS icon
174
GH Research
GHRS
$837M
$142K 0.05%
+12,869
ARDX icon
175
Ardelyx
ARDX
$1.36B
$136K 0.05%
27,638
+10,597