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
151
$249K 0.08%
+5,416
152
$242K 0.08%
+3,926
153
$242K 0.08%
+5,376
154
$239K 0.08%
+1,631
155
$233K 0.08%
+953
156
$229K 0.08%
902
+43
157
$226K 0.08%
2,158
+507
158
$225K 0.08%
+605
159
$225K 0.08%
58,278
+3,582
160
$221K 0.07%
14,102
+3,881
161
$216K 0.07%
25,690
+3,431
162
$211K 0.07%
+2,670
163
$206K 0.07%
+2,925
164
$203K 0.07%
+5,612
165
$193K 0.06%
109,643
+44,283
166
$193K 0.06%
84,618
+11,248
167
$190K 0.06%
+95,462
168
$181K 0.06%
23,765
+5,980
169
$177K 0.06%
104,754
-3,393
170
$176K 0.06%
14,950
+502
171
$172K 0.06%
17,986
+6,559
172
$167K 0.06%
38,666
+18,476
173
$165K 0.06%
15,982
+4,645
174
$142K 0.05%
+12,869
175
$136K 0.05%
27,638
+10,597
4 5 6
7
8