PWM
Palumbo Wealth Management Portfolio holdings
AUM
$313M
1-Year Est. Return
29.18%
1 Year Est. Return
+29.18%
AUM
$323M
AUM Growth
+$23.7M
(+7.9%)
Holding
212
Top Buys
| 1 | +$2.43M | |
| 2 | +$1.69M | |
| 3 | +$1.41M | |
| 4 |
Neuropace
NPCE
|
+$1.38M |
| 5 |
NVIDIA
NVDA
|
+$1.22M |
Top Sells
| 1 | +$3.71M | |
| 2 | +$2.27M | |
| 3 | +$1.14M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$759K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
201
iShares TIPS Bond ETF
TIP
$13.8B
| – | – |
-4,193
|
|
||
202
Ardelyx
ARDX
$1.42B
| – | – |
-27,638
|
|
||
203
Assertio
ASRT
$76.1M
| – | – |
-171,176
|
|
||
204
CorMedix
CRMD
$886M
| – | – |
-46,598
|
|
||
205
Harbor Commodity All-Weather Strategy ETF
HGER
$737M
| – | – |
-10,531
|
|
||
|
INZY
206
DELISTED
Inozyme Pharma
INZY
| – | – |
-29,784
|
|
||
207
Myomo
MYO
$31.4M
| – | – |
-53,753
|
|
||
208
Sprott Physical Silver Trust
PSLV
$9.72B
| – | – |
-31,607
|
|
||
209
uniQure
QURE
$1.86B
| – | – |
-25,400
|
|
||
210
J.M. Smucker
SJM
$11.6B
| – | – |
-19,210
|
|
||
211
Treace Medical Concepts
TMCI
$193M
| – | – |
-25,690
|
|
||
212
UnitedHealth
UNH
$292B
| – | – |
-7,089
|
|