PW
Paladin Wealth Portfolio holdings
AUM
$129M
This Quarter Return
+9.51%
1 Year Return
+14.69%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$129M
AUM Growth
+$129M
(+16%)
Cap. Flow
+$8.97M
Cap. Flow
% of AUM
6.97%
Top 10 Holdings %
Top 10 Hldgs %
28.73%
Holding
115
New
20
Increased
53
Reduced
39
Closed
3
Top Buys
| 1 |
DABS
DoubleLine Asset-Backed Securities ETF
DABS
|
$1.73M |
| 2 |
Avantis US Equity ETF
AVUS
|
$579K |
| 3 |
Uber
UBER
|
$577K |
| 4 |
Insulet
PODD
|
$566K |
| 5 |
Vertex Pharmaceuticals
VRTX
|
$552K |
Top Sells
| 1 |
Global Payments
GPN
|
$507K |
| 2 |
AllianzIM U.S. Large Cap Buffer20 Oct ETF
OCTW
|
$504K |
| 3 |
AllianzIM U.S. Large Cap Buffer20 Jun ETF
JUNW
|
$421K |
| 4 |
Pfizer
PFE
|
$369K |
| 5 |
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% |
