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
$114M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
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 Change
in Stake
Capital Flow
151
$29.3K 0.03%
+108
152
$26.2K 0.02%
+296
153
$23.7K 0.02%
+279
154
$22.8K 0.02%
+564
155
$20.1K 0.02%
+538
156
$19.6K 0.02%
+448
157
$17K 0.01%
+948
158
$16.4K 0.01%
+150
159
$16.3K 0.01%
+283
160
$16.1K 0.01%
+142
161
$15.7K 0.01%
+138
162
$15.6K 0.01%
+295
163
$14.1K 0.01%
+523
164
$13.5K 0.01%
+337
165
$12.1K 0.01%
+198
166
$11.9K 0.01%
+502
167
$11.8K 0.01%
+563
168
$11.6K 0.01%
+93
169
$11.4K 0.01%
+171
170
$11.1K 0.01%
+193
171
$11K 0.01%
+119
172
$10.9K 0.01%
+63
173
$10.9K 0.01%
+138
174
$10.5K 0.01%
+82
175
$10.5K 0.01%
+22