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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 | |
|---|---|---|---|---|---|---|
201
Bitwise Bitcoin ETF
BITB
$2.49B
| $209K | 0.05% |
+5,676
| New | +$235K |
|
202
Freeport-McMoran
FCX
$87.6B
| $208K | 0.05% |
+3,535
| New | +$214K |
|
203
Cencora
COR
$57.7B
| $208K | 0.05% |
661
+24
| +4% | +$8.38K |
|
204
Analog Devices
ADI
$190B
| $206K | 0.05% |
+648
| New | +$206K |
|
205
Ecolab
ECL
$76.1B
| $206K | 0.05% |
774
| – | – |
|
|
MRSH
206
Marsh
MRSH
$84.9B
| $205K | 0.05% |
1,183
+19
| +2% | +$3.42K |
|
207
British American Tobacco
BTI
$127B
| $204K | 0.05% |
+3,486
| New | +$206K |
|
|
TEM
208
Tempus AI
TEM
$10.3B
| $201K | 0.05% |
+4,436
| New | +$252K |
|
209
Alliant Energy
LNT
$19.3B
| $201K | 0.05% |
+2,795
| New | +$193K |
|
210
Oric Pharmaceuticals
ORIC
$1.15B
| $197K | 0.05% |
15,548
-11,774
| -43% | -$134K |
|
211
Sight Sciences
SGHT
$286M
| $188K | 0.05% |
49,930
+12,841
| +35% | +$69.3K |
|
212
American Coastal Insurance
ACIC
$491M
| $187K | 0.05% |
16,647
+1,034
| +7% | +$11.6K |
|
213
Arbor Realty Trust
ABR
$971M
| $174K | 0.04% |
22,546
+645
| +3% | +$5.03K |
|
214
Sana Biotechnology
SANA
$988M
| $168K | 0.04% |
58,459
-62,524
| -52% | -$246K |
|
215
Organogenesis Holdings
ORGO
$320M
| $137K | 0.03% |
57,849
+19,798
| +52% | +$68.6K |
|
216
Seer Inc
SEER
$119M
| $113K | 0.03% |
67,187
-460
| -0.7% | -$851 |
|
217
Traws Pharma
TRAW
$9.97M
| $112K | 0.03% |
+61,175
| New | +$115K |
|
218
Xeris Biopharma Holdings
XERS
$1.5B
| $103K | 0.03% |
17,788
-6,561
| -27% | -$43.5K |
|
219
Ampco-Pittsburgh
AP
$165M
| $102K | 0.03% |
+15,233
| New | +$109K |
|
220
Immuneering
IMRX
$334M
| $98.4K | 0.02% |
18,670
-44,603
| -70% | -$229K |
|
|
FTNY
221
Franklin New York Municipal Income ETF
FTNY
$654M
| $79K | 0.02% |
10,123
-1,074
| -10% | -$8.48K |
|
|
BWAY
222
Brainsway
BWAY
$598M
| – | – |
-32,640
| Closed | -$310K |
|
|
CDTX
223
DELISTED
Cidara Therapeutics
CDTX
| – | – |
-3,283
| Closed | -$725K |
|
224
Corvus Pharmaceuticals
CRVS
$1.25B
| – | – |
-26,255
| Closed | -$202K |
|
225
Erasca
ERAS
$6.61B
| – | – |
-139,385
| Closed | -$519K |
|
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