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
NVS icon
176
Novartis
NVS
$249B
$10.4K 0.01%
+90
New +$10.4K
HSBC icon
177
HSBC
HSBC
$225B
$10.3K 0.01%
+228
New +$10.3K
AZN icon
178
AstraZeneca
AZN
$254B
$10.2K 0.01%
+131
New +$10.2K
RELX icon
179
RELX
RELX
$85.5B
$10.2K 0.01%
+215
New +$10.2K
TD icon
180
Toronto Dominion Bank
TD
$128B
$10.1K 0.01%
+159
New +$10.1K
SMFG icon
181
Sumitomo Mitsui Financial
SMFG
$107B
$10.1K 0.01%
+796
New +$10.1K
UPS icon
182
United Parcel Service
UPS
$71.6B
$9.82K 0.01%
+72
New +$9.82K
SU icon
183
Suncor Energy
SU
$48.7B
$9.64K 0.01%
+261
New +$9.64K
UBS icon
184
UBS Group
UBS
$128B
$9.61K 0.01%
+311
New +$9.61K
TEL icon
185
TE Connectivity
TEL
$61.6B
$9.51K 0.01%
+63
New +$9.51K
KJUL icon
186
Innovator US Small Cap Power Buffer ETF July
KJUL
$155M
$9.18K 0.01%
+315
New +$9.18K
IJUL icon
187
Innovator International Developed Power Buffer ETF July
IJUL
$238M
$9.12K 0.01%
+310
New +$9.12K
PUK icon
188
Prudential
PUK
$33.8B
$8.99K 0.01%
+485
New +$8.99K
TTE icon
189
TotalEnergies
TTE
$134B
$8.92K 0.01%
+138
New +$8.92K
SHEL icon
190
Shell
SHEL
$210B
$8.9K 0.01%
+135
New +$8.9K
CNI icon
191
Canadian National Railway
CNI
$60.4B
$8.9K 0.01%
+76
New +$8.9K
FFIV icon
192
F5
FFIV
$18.1B
$8.59K 0.01%
+39
New +$8.59K
OMAB icon
193
Grupo Aeroportuario Centro Norte
OMAB
$4.98B
$8.55K 0.01%
+126
New +$8.55K
JPRE icon
194
JPMorgan Realty Income ETF
JPRE
$453M
$8.46K 0.01%
+166
New +$8.46K
EJUL icon
195
Innovator Emerging Markets Power Buffer ETF July
EJUL
$135M
$8.32K 0.01%
+326
New +$8.32K
KBWD icon
196
Invesco KBW High Dividend Yield Financial ETF
KBWD
$434M
$7.92K 0.01%
+518
New +$7.92K
HYS icon
197
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.44B
$7.83K 0.01%
+82
New +$7.83K
TM icon
198
Toyota
TM
$258B
$7.5K 0.01%
+42
New +$7.5K
MARW icon
199
AllianzIM U.S. Large Cap Buffer20 Mar ETF
MARW
$75.7M
$7.18K 0.01%
+236
New +$7.18K
TSCO icon
200
Tractor Supply
TSCO
$32.1B
$6.98K 0.01%
+120
New +$6.98K