PW
Paladin Wealth Portfolio holdings
AUM
$145M
1-Year Est. Return
16.23%
This Fund
S&P 500
1 Year Est. Return
+16.23%
AUM
$145M
AUM Growth
-$1.08M
(-0.74%)
Holding
130
Top Buys
| 1 | +$926K | |
| 2 | +$556K | |
| 3 | +$514K | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$482K |
| 5 |
Avantis International Equity ETF
AVDE
|
+$406K |
Top Sells
| 1 | +$835K | |
| 2 | +$635K | |
| 3 | +$582K | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$327K |
| 5 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
+$320K |
Sector Composition
| 1 | Technology | 9.36% |
| 2 | Financials | 5.13% |
| 3 | Healthcare | 4.33% |
| 4 | Consumer Discretionary | 4.17% |
| 5 | Communication Services | 3.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
126
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.96B
| – | – |
-4,818
|
|
||
127
Innovator International Developed Power Buffer ETF September
ISEP
$93.6M
| – | – |
-6,994
|
|
||
128
Jefferies Financial Group
JEF
$9.83B
| – | – |
-3,241
|
|
||
129
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
$142M
| – | – |
-19,656
|
|
||
130
Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
$81.5M
| – | – |
-21,821
|
|