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
EXC icon
201
Exelon
EXC
$43.7B
$6.49K 0.01%
+160
New +$6.49K
PPLT icon
202
abrdn Physical Platinum Shares ETF
PPLT
$1.59B
$5.48K ﹤0.01%
+61
New +$5.48K
LUMN icon
203
Lumen
LUMN
$5.17B
$5.33K ﹤0.01%
+751
New +$5.33K
NJUL icon
204
Innovator Growth-100 Power Buffer ETF July
NJUL
$258M
$4.5K ﹤0.01%
+74
New +$4.5K
SIVR icon
205
abrdn Physical Silver Shares ETF
SIVR
$2.5B
$4.14K ﹤0.01%
+139
New +$4.14K
ADP icon
206
Automatic Data Processing
ADP
$122B
$3.6K ﹤0.01%
+13
New +$3.6K
MORT icon
207
VanEck Mortgage REIT Income ETF
MORT
$331M
$3.22K ﹤0.01%
+267
New +$3.22K
FPE icon
208
First Trust Preferred Securities and Income ETF
FPE
$6.11B
$2.99K ﹤0.01%
+165
New +$2.99K
CCI icon
209
Crown Castle
CCI
$41.5B
$2.97K ﹤0.01%
+25
New +$2.97K
BIZD icon
210
VanEck BDC Income ETF
BIZD
$1.68B
$2.93K ﹤0.01%
+177
New +$2.93K
SCHW icon
211
Charles Schwab
SCHW
$177B
$2.4K ﹤0.01%
+37
New +$2.4K
ORLY icon
212
O'Reilly Automotive
ORLY
$88.8B
$2.3K ﹤0.01%
+30
New +$2.3K
TMO icon
213
Thermo Fisher Scientific
TMO
$183B
$1.86K ﹤0.01%
+3
New +$1.86K
CELH icon
214
Celsius Holdings
CELH
$15.7B
$721 ﹤0.01%
+23
New +$721