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
201
$6.49K 0.01%
+160
202
$5.48K ﹤0.01%
+61
203
$5.33K ﹤0.01%
+751
204
$4.5K ﹤0.01%
+74
205
$4.13K ﹤0.01%
+139
206
$3.6K ﹤0.01%
+13
207
$3.22K ﹤0.01%
+267
208
$2.99K ﹤0.01%
+165
209
$2.97K ﹤0.01%
+25
210
$2.93K ﹤0.01%
+177
211
$2.4K ﹤0.01%
+37
212
$2.3K ﹤0.01%
+30
213
$1.86K ﹤0.01%
+3
214
$721 ﹤0.01%
+23