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
101
$382K 0.3%
+15,613
102
$326K 0.25%
+6,395
103
$309K 0.24%
+6,057
104
$288K 0.22%
11,864
-15,224
105
$265K 0.21%
7,840
-8,548
106
$247K 0.19%
+448
107
$239K 0.19%
+2,118
108
$227K 0.18%
+5,441
109
$215K 0.17%
+6,952
110
$204K 0.16%
+931
111
$202K 0.16%
+1,202
112
$124K 0.1%
+10,895
113
– –
-5,173
114
– –
-14,157
115
– –
-10,547
1 2 3 4
5