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PWM
Palumbo Wealth Management Portfolio holdings
AUM
$410M
1-Year Est. Return
32.56%
This Fund
S&P 500
This Quarter
Est. Return
+1.61%
1 Year Est. Return
+32.56%
3 Year Est. Return
+80.66%
5 Year Est. Return
+99.66%
10 Year Est. Return
–
AUM
$410M
AUM Growth
+$4.51M
(+1.1%)
Cap. Flow
+$12.8M
Cap. Flow
% of AUM
3.12%
Top 10 Holdings %
Top 10 Hldgs %
40.38%
Holding
241
New
23
Increased
104
Reduced
76
Closed
20
Top Buys
| 1 |
JPMorgan Chase
JPM
|
+$5.47M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$5.18M |
| 3 |
iShares Bitcoin Trust
IBIT
|
+$3.27M |
| 4 |
Uber
UBER
|
+$2.52M |
| 5 |
NVIDIA
NVDA
|
+$1.62M |
Top Sells
| 1 |
Grayscale Bitcoin Trust
GBTC
|
+$4.6M |
| 2 |
Williams-Sonoma
WSM
|
+$2.47M |
| 3 |
Lennar Class A
LEN
|
+$1.32M |
| 4 |
CDTX
Cidara Therapeutics
CDTX
|
+$725K |
| 5 |
ETHE
Grayscale Ethereum Staking ETF Shares
ETHE
|
+$685K |
Sector Composition
| 1 | Technology | 16.45% |
| 2 | Healthcare | 9.8% |
| 3 | Consumer Discretionary | 8.46% |
| 4 | Industrials | 7.3% |
| 5 | Communication Services | 7.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
VanEck Semiconductor ETF
SMH
$71.7B
| $291K | 0.07% |
759
| – | – |
|
177
Cisco
CSCO
$441B
| $290K | 0.07% |
3,739
+10
| +0.3% | +$783 |
|
178
FedEx
FDX
$74.8B
| $288K | 0.07% |
810
| – | – |
|
179
Newmont
NEM
$102B
| $287K | 0.07% |
2,651
+39
| +1% | +$4.5K |
|
180
GFL Environmental
GFL
$14B
| $281K | 0.07% |
6,765
| – | – |
|
181
Zscaler
ZS
$24B
| $280K | 0.07% |
1,996
+330
| +20% | +$58.5K |
|
182
GitLab
GTLB
$5.54B
| $274K | 0.07% |
12,657
+2,287
| +22% | +$66.8K |
|
|
UFOX
183
Defiance Space and Connective Tech ETF
UFOX
$904M
| $273K | 0.07% |
4,000
| – | – |
|
184
United Parcel Service
UPS
$96B
| $270K | 0.07% |
2,741
-282
| -9% | -$30.2K |
|
185
AbbVie
ABBV
$431B
| $267K | 0.07% |
1,227
+87
| +8% | +$19.3K |
|
186
Texas Instruments
TXN
$274B
| $266K | 0.06% |
1,370
+42
| +3% | +$8.5K |
|
187
Elastic
ESTC
$6.47B
| $261K | 0.06% |
5,222
+877
| +20% | +$53.9K |
|
188
Airbnb
ABNB
$88.1B
| $258K | 0.06% |
2,047
+372
| +22% | +$48.4K |
|
189
National Fuel Gas
NFG
$7.6B
| $258K | 0.06% |
2,741
+18
| +0.7% | +$1.57K |
|
|
OKLO
190
Oklo
OKLO
$7.95B
| $256K | 0.06% |
5,168
-1,439
| -22% | -$103K |
|
191
UiPath
PATH
$6.19B
| $256K | 0.06% |
23,032
+3,321
| +17% | +$42.3K |
|
192
Nautilus Biotechnolgy
NAUT
$221M
| $253K | 0.06% |
65,231
+24,098
| +59% | +$59.2K |
|
193
Voyager Therapeutics
VYGR
$193M
| $242K | 0.06% |
62,784
+24,297
| +63% | +$95.7K |
|
194
iShares Russell 1000 Growth ETF
IWF
$128B
| $239K | 0.06% |
+2,240
| New | +$254K |
|
195
Novartis
NVS
$288B
| $235K | 0.06% |
1,537
+60
| +4% | +$9.2K |
|
196
TSMC
TSM
$2.18T
| $226K | 0.06% |
+669
| New | +$230K |
|
|
FIGR
197
Figure Technology Solutions
FIGR
$6.84B
| $221K | 0.05% |
+6,503
| New | +$280K |
|
198
Vistra
VST
$54B
| $219K | 0.05% |
1,456
+97
| +7% | +$15.7K |
|
199
Palantir
PLTR
$321B
| $215K | 0.05% |
+1,473
| New | +$225K |
|
200
Xencor
XNCR
$1.11B
| $215K | 0.05% |
17,806
-9,284
| -34% | -$115K |
|
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