PW

Paladin Wealth Portfolio holdings

AUM $146M
1-Year Est. Return 16.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$579K
3
+$577K
4
PODD icon
Insulet
PODD
+$566K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$552K

Top Sells

1
+$507K
2
+$504K
3
+$421K
4
PFE icon
Pfizer
PFE
+$369K
5
XBJL icon
Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
+$356K

Sector Composition

1 Technology 13.98%
2 Financials 6.38%
3 Healthcare 5.82%
4 Consumer Discretionary 5.12%
5 Communication Services 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 1.04%
21,358
-16
27
$1.28M 1%
24,271
-1,836
28
$1.27M 0.99%
26,471
+3,075
29
$1.25M 0.97%
12,786
-410
30
$1.24M 0.97%
43,232
-3,465
31
$1.23M 0.96%
8,761
-73
32
$1.23M 0.95%
2,526
+112
33
$1.19M 0.93%
23,830
-1,365
34
$1.19M 0.92%
8,294
+689
35
$1.19M 0.92%
29,195
-1,960
36
$1.15M 0.89%
32,937
+2,085
37
$1.13M 0.88%
22,607
+2,559
38
$1.06M 0.82%
17,695
-1,558
39
$1.06M 0.82%
16,128
-405
40
$1.06M 0.82%
7,890
-690
41
$1.02M 0.79%
20,011
-1,548
42
$1.01M 0.78%
11,575
+560
43
$1M 0.78%
3,217
+422
44
$997K 0.78%
4,494
+794
45
$996K 0.77%
4,869
+310
46
$988K 0.77%
26,708
-13,623
47
$982K 0.76%
1,304
+47
48
$977K 0.76%
7,184
+160
49
$975K 0.76%
19,345
+2,580
50
$915K 0.71%
2,562
+241
1
2
3 4 5