PW

Paladin Wealth Portfolio holdings

AUM $138M
1-Year Est. Return 15.4%
This Quarter Est. Return
1 Year Est. Return
+15.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
-$4.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.84M
3
+$1.33M
4
PCMM
BondBloxx Private Credit CLO ETF
PCMM
+$853K
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$842K

Top Sells

1
+$3.18M
2
+$2.53M
3
+$2.16M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.69M
5
XBJL icon
Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
+$1.07M

Sector Composition

1 Technology 11.94%
2 Financials 6.63%
3 Healthcare 6.22%
4 Consumer Discretionary 5.09%
5 Communication Services 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-9,154
102
– –
-7,841
103
– –
-5,834
104
– –
-8,482
1 2 3 4
5