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
$323M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1 +$2.43M
2 +$1.69M
3 +$1.41M
4
NPCE icon
Neuropace
NPCE
+$1.38M
5
NVDA icon
NVIDIA
NVDA
+$1.22M

Top Sells

1 +$3.71M
2 +$2.27M
3 +$1.14M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$759K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$599K

Sector Composition

1 Technology 17.36%
2 Healthcare 7.62%
3 Consumer Discretionary 7.61%
4 Financials 7.34%
5 Industrials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XLU icon
151
Utilities Select Sector SPDR Fund
XLU
$21.8B
$264K 0.08%
3,237
-63
GHRS icon
152
GH Research
GHRS
$868M
$264K 0.08%
21,651
+8,782
AKRO icon
153
Akero Therapeutics
AKRO
$4.47B
$262K 0.08%
+4,910
CSCO icon
154
Cisco
CSCO
$307B
$260K 0.08%
3,748
-178
ROKU icon
155
Roku
ROKU
$14.7B
$257K 0.08%
2,920
-5
UBER icon
156
Uber
UBER
$190B
$256K 0.08%
+2,747
PHVS icon
157
Pharvaris
PHVS
$1.53B
$256K 0.08%
14,549
+447
TEAM icon
158
Atlassian
TEAM
$39.9B
$253K 0.08%
1,248
-2
ADP icon
159
Automatic Data Processing
ADP
$102B
$247K 0.08%
+803
VZ icon
160
Verizon
VZ
$173B
$245K 0.08%
5,667
+168
TXN icon
161
Texas Instruments
TXN
$145B
$242K 0.08%
1,168
-452
SYK icon
162
Stryker
SYK
$139B
$239K 0.07%
603
-2
ECL icon
163
Ecolab
ECL
$73.2B
$236K 0.07%
877
-25
DAL icon
164
Delta Air Lines
DAL
$38.1B
$236K 0.07%
+4,791
INTU icon
165
Intuit
INTU
$185B
$234K 0.07%
+297
DDOG icon
166
Datadog
DDOG
$64.9B
$231K 0.07%
+1,718
GEV icon
167
GE Vernova
GEV
$157B
$229K 0.07%
+432
NFG icon
168
National Fuel Gas
NFG
$7.32B
$228K 0.07%
2,688
+18
LXEO icon
169
Lexeo Therapeutics
LXEO
$660M
$226K 0.07%
+56,303
GDX icon
170
VanEck Gold Miners ETF
GDX
$22.1B
$226K 0.07%
4,345
-1,071
SEER icon
171
Seer Inc
SEER
$112M
$226K 0.07%
105,376
+622
TJX icon
172
TJX Companies
TJX
$163B
$225K 0.07%
+1,819
ABR icon
173
Arbor Realty Trust
ABR
$1.72B
$224K 0.07%
20,960
+6,010
MMM icon
174
3M
MMM
$89B
$224K 0.07%
1,472
-159
NUVB icon
175
Nuvation Bio
NUVB
$1.67B
$222K 0.07%
113,666
+4,023