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
176
$132K 0.04%
+22,628
177
$131K 0.04%
+31,456
178
$123K 0.04%
+16,268
179
$115K 0.04%
171,176
-34,422
180
$111K 0.04%
+11,773
181
$105K 0.04%
+46,007
182
$72.4K 0.02%
+15,845
183
$72K 0.02%
278,002
+208,897
184
$59.4K 0.02%
43,331
+14,731
185
$35.4K 0.01%
41,162
+12,687
186
$30.5K 0.01%
26,498
+2,566
187
$27.1K 0.01%
29,784
+6,503
188
– –
-3,832
189
– –
-5,264
190
– –
-14,631
191
– –
-4,000
192
– –
-754
193
– –
-21,204
194
– –
-11,693
195
– –
-8,303
196
– –
-16,553
197
– –
-33,883
198
– –
-26,073
199
– –
-16,152
4 5 6 7
8