PW

Paladin Wealth Portfolio holdings

AUM $129M
1-Year Return 14.69%
This Quarter Return
+5.46%
1 Year Return
+14.69%
3 Year Return
5 Year Return
10 Year Return
AUM
$114M
AUM Growth
Cap. Flow
+$114M
Cap. Flow %
100%
Top 10 Hldgs %
29.63%
Holding
214
New
214
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.9%
2 Financials 6.52%
3 Healthcare 6.33%
4 Consumer Discretionary 5.26%
5 Communication Services 4.35%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
LULU icon
151
lululemon athletica
LULU
$24.7B
$29.3K 0.03%
+108
New +$29.3K
FIVE icon
152
Five Below
FIVE
$8.43B
$26.2K 0.02%
+296
New +$26.2K
WFRD icon
153
Weatherford International
WFRD
$4.5B
$23.7K 0.02%
+279
New +$23.7K
PJUL icon
154
Innovator US Equity Power Buffer ETF July
PJUL
$1.16B
$22.8K 0.02%
+564
New +$22.8K
CHAT icon
155
Roundhill Generative AI & Technology ETF
CHAT
$527M
$20.1K 0.02%
+538
New +$20.1K
ROBT icon
156
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$556M
$19.6K 0.02%
+448
New +$19.6K
HODL icon
157
VanEck Bitcoin Trust
HODL
$1.66B
$17K 0.01%
+948
New +$17K
EMR icon
158
Emerson Electric
EMR
$74.9B
$16.4K 0.01%
+150
New +$16.4K
CMG icon
159
Chipotle Mexican Grill
CMG
$55.5B
$16.3K 0.01%
+283
New +$16.3K
MRK icon
160
Merck
MRK
$210B
$16.1K 0.01%
+142
New +$16.1K
SHE icon
161
SPDR MSCI USA Gender Diversity ETF
SHE
$276M
$15.7K 0.01%
+138
New +$15.7K
CLOI icon
162
VanEck CLO ETF
CLOI
$1.15B
$15.6K 0.01%
+295
New +$15.6K
CLOZ icon
163
Panagram BBB-B CLO ETF
CLOZ
$841M
$14.1K 0.01%
+523
New +$14.1K
JD icon
164
JD.com
JD
$43.9B
$13.5K 0.01%
+337
New +$13.5K
CM icon
165
Canadian Imperial Bank of Commerce
CM
$73.6B
$12.1K 0.01%
+198
New +$12.1K
SUSC icon
166
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.2B
$11.9K 0.01%
+502
New +$11.9K
TBJL icon
167
Innovator 20+ Year Treasury Bond 9 Buffer ETF July
TBJL
$29.2M
$11.8K 0.01%
+563
New +$11.8K
RY icon
168
Royal Bank of Canada
RY
$206B
$11.6K 0.01%
+93
New +$11.6K
NGG icon
169
National Grid
NGG
$68.4B
$11.4K 0.01%
+171
New +$11.4K
SNY icon
170
Sanofi
SNY
$111B
$11.1K 0.01%
+193
New +$11.1K
CRH icon
171
CRH
CRH
$74.9B
$11K 0.01%
+119
New +$11K
TSM icon
172
TSMC
TSM
$1.22T
$10.9K 0.01%
+63
New +$10.9K
CCEP icon
173
Coca-Cola Europacific Partners
CCEP
$39.7B
$10.9K 0.01%
+138
New +$10.9K
IAI icon
174
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.49B
$10.5K 0.01%
+82
New +$10.5K
LIN icon
175
Linde
LIN
$222B
$10.5K 0.01%
+22
New +$10.5K