PSIWM
Paradigm Strategies in Wealth Management Portfolio holdings
AUM
$153M
This Quarter Return
+6.38%
1 Year Return
+6.79%
3 Year Return
+28.85%
5 Year Return
–
10 Year Return
–
AUM
$112M
AUM Growth
+$112M
(+2.5%)
Cap. Flow
-$2.06M
Cap. Flow
% of AUM
-1.83%
Top 10 Holdings %
Top 10 Hldgs %
82.97%
Holding
42
New
2
Increased
20
Reduced
7
Closed
5
Top Buys
| 1 |
Procter & Gamble
PG
|
$4.24M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$1.9M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.49M |
| 4 |
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
|
$1.46M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$991K |
Top Sells
Sector Composition
| 1 | Consumer Staples | 4.01% |
| 2 | Technology | 2.99% |
| 3 | Consumer Discretionary | 0.81% |
| 4 | Healthcare | 0.67% |
| 5 | Financials | 0.47% |
