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
$111M
AUM Growth
+$7.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Sells

1 +$1.13M
2 +$569K
3 +$314K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$195K
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$175K

Sector Composition

1 Technology 4.29%
2 Industrials 1.7%
3 Healthcare 1.51%
4 Consumer Discretionary 1.17%
5 Consumer Staples 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-615
277
-1,650
278
-1
279
-58