PW

Paladin Wealth Portfolio holdings

AUM $146M
1-Year Est. Return 16.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$579K
3
+$577K
4
PODD icon
Insulet
PODD
+$566K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$552K

Top Sells

1
+$507K
2
+$504K
3
+$421K
4
PFE icon
Pfizer
PFE
+$369K
5
XBJL icon
Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
+$356K

Sector Composition

1 Technology 13.98%
2 Financials 6.38%
3 Healthcare 5.82%
4 Consumer Discretionary 5.12%
5 Communication Services 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.91M 6.15%
108,869
+5,165
2
$3.92M 3.05%
7,876
-15
3
$3.82M 2.97%
24,189
-21
4
$3.75M 2.92%
17,097
+645
5
$3.51M 2.73%
77,895
-6,239
6
$3.21M 2.5%
65,501
+7,599
7
$2.94M 2.28%
14,320
+983
8
$2.92M 2.27%
3,962
+49
9
$2.51M 1.95%
62,018
+626
10
$2.44M 1.9%
13,741
+374
11
$2.37M 1.84%
32,054
+1,659
12
$2.22M 1.72%
60,269
+1,671
13
$2.01M 1.56%
11,000
+220
14
$2M 1.56%
29,200
+680
15
$1.94M 1.51%
38,228
+868
16
$1.83M 1.43%
37,153
+4,632
17
$1.8M 1.4%
16,058
-2,167
18
$1.73M 1.35%
+34,177
19
$1.65M 1.28%
5,976
-23
20
$1.62M 1.26%
32,238
+1,003
21
$1.45M 1.13%
5,010
+21
22
$1.45M 1.13%
2,045
-113
23
$1.41M 1.1%
27,434
+3,387
24
$1.4M 1.09%
161,631
+20,174
25
$1.34M 1.04%
3,782
-124
1
2 3 4 5