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
76
$734K 0.57%
932
-183
77
$706K 0.55%
15,292
+2,039
78
$701K 0.55%
3,753
+663
79
$699K 0.54%
10,070
+814
80
$684K 0.53%
26,733
-2,163
81
$683K 0.53%
1,332
+327
82
$677K 0.53%
7,549
-1,057
83
$661K 0.51%
12,699
-1,160
84
$643K 0.5%
808
+147
85
$604K 0.47%
972
+269
86
$580K 0.45%
17,883
+1,517
87
$579K 0.45%
+5,747
88
$577K 0.45%
+6,184
89
$576K 0.45%
15,021
+3,132
90
$566K 0.44%
+1,802
91
$554K 0.43%
6,069
+240
92
$552K 0.43%
+1,240
93
$548K 0.43%
19,100
-476
94
$511K 0.4%
+7,621
95
$464K 0.36%
5,061
+1,008
96
$445K 0.35%
+12,690
97
$442K 0.34%
+9,775
98
$437K 0.34%
+11,900
99
$427K 0.33%
+16,125
100
$409K 0.32%
7,586
+764
1 2 3
4
5