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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
$138M
AUM Growth
+$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$1.95M
2 +$1.65M
3 +$1.48M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.27M
5
DMBS icon
DoubleLine Mortgage ETF
DMBS
+$1.13M

Sector Composition

1 Technology 13.6%
2 Financials 6.23%
3 Healthcare 5.08%
4 Communication Services 5.05%
5 Consumer Discretionary 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AZEK
126
DELISTED
The AZEK Co
AZEK
-15,827