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
1
$25.1M 8.4%
44,935
-6,464
2
$19.7M 6.6%
390,054
-24,034
3
$15.5M 5.19%
53,837
-361
4
$11.7M 3.9%
52,467
+7,341
5
$10.9M 3.64%
483,691
-5,116
6
$8.64M 2.89%
37,334
+3,590
7
$7.52M 2.51%
20,022
+2,851
8
$6.77M 2.26%
35,570
+3,763
9
$6.66M 2.23%
277,008
+2,501
10
$6.61M 2.21%
6,991
+973
11
$6.2M 2.07%
17,677
+2,010
12
$5.5M 1.84%
10,328
+2,873
13
$5.1M 1.7%
10,869
+56
14
$4.9M 1.64%
19,774
+3,693
15
$4.57M 1.53%
76,494
+20,360
16
$4.5M 1.51%
41,564
+12,946
17
$4.37M 1.46%
25,856
+4,070
18
$4.26M 1.43%
49,887
+544
19
$4.19M 1.4%
18,958
+2,596
20
$3.71M 1.24%
7,089
+1,584
21
$3.63M 1.21%
11,622
+2,361
22
$3.58M 1.2%
85,432
+3,147
23
$3.39M 1.13%
35,505
+6,660
24
$3.26M 1.09%
10,449
+2,374
25
$3.23M 1.08%
20,919
+4,773
1
2 3 4 5