PSIWM

Paradigm Strategies in Wealth Management Portfolio holdings

AUM $156M
1-Year Est. Return 6.21%
This Quarter Est. Return
1 Year Est. Return
+6.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1 +$16.7M
2 +$13.3M
3 +$12.5M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$9.25M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.98M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.63%
2 Industrials 1.82%
3 Healthcare 1.41%
4 Consumer Discretionary 1.14%
5 Communication Services 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$0 ﹤0.01%
+4
227
$0 ﹤0.01%
+5
228
$0 ﹤0.01%
+5
229
$0 ﹤0.01%
+60
230
$0 ﹤0.01%
+1
231
$0 ﹤0.01%
+6
232
$0 ﹤0.01%
+10
233
$0 ﹤0.01%
+1
234
$0 ﹤0.01%
+100