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
51
$907K 0.71%
12,817
-81
52
$903K 0.7%
9,146
-1,113
53
$886K 0.69%
17,826
-1,498
54
$884K 0.69%
3,025
+171
55
$866K 0.67%
8,287
+5,144
56
$862K 0.67%
5,849
+640
57
$862K 0.67%
8,734
+463
58
$860K 0.67%
15,827
+253
59
$842K 0.66%
5,515
+326
60
$832K 0.65%
9,076
+1,060
61
$817K 0.64%
3,032
+166
62
$817K 0.64%
2,160
-103
63
$799K 0.62%
3,885
-45
64
$790K 0.61%
21,967
-9,900
65
$788K 0.61%
4,338
+316
66
$780K 0.61%
26,627
-2,180
67
$772K 0.6%
14,496
-1,312
68
$764K 0.59%
10,286
+442
69
$758K 0.59%
7,783
+294
70
$751K 0.58%
8,604
-398
71
$741K 0.58%
4,650
-1,328
72
$738K 0.57%
27,762
-2,564
73
$738K 0.57%
745
-43
74
$736K 0.57%
15,558
+63
75
$735K 0.57%
6,844
-312
1 2
3
4 5