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 Buys

1
+$4.09M
2
+$2.16M
3
+$475K
4
IBMM
iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
+$357K
5
HIMX
Himax Technologies
HIMX
+$290K

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
26
$475K 0.43%
+1,709
27
$455K 0.41%
1,320
-30
28
$418K 0.38%
27,298
-73,521
29
$417K 0.38%
14,880
30
$399K 0.36%
1,650
31
$375K 0.34%
1,383
32
$372K 0.33%
2,116
33
$344K 0.31%
2,332
+350
34
$333K 0.3%
20,003
+17,418
35
$324K 0.29%
2,894
36
$313K 0.28%
782
+1
37
$260K 0.23%
3,579
-209
38
$244K 0.22%
17,261
+125
39
$242K 0.22%
2,821
-225
40
$235K 0.21%
1,718
41
$233K 0.21%
1,730
42
$228K 0.21%
4,068
+26
43
$209K 0.19%
7,747
44
$206K 0.19%
4,319
45
$192K 0.17%
3,565
+15
46
$183K 0.16%
1,500
47
$181K 0.16%
10,464
+24
48
$180K 0.16%
880
49
$163K 0.15%
1,046
+1
50
$162K 0.15%
708
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