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
$157M
AUM Growth
+$9.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$1.53M
3
+$1.39M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$1.38M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.19M

Top Sells

1
+$733K
2
+$363K
3
+$273K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$270K
5
IBML
iShares iBonds Dec 2023 Term Muni Bond ETF
IBML
+$236K

Sector Composition

1 Consumer Staples 2.92%
2 Technology 2.41%
3 Consumer Discretionary 0.67%
4 Healthcare 0.43%
5 Financials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$488K 0.31%
8,277
-89
27
$480K 0.31%
+21,907
28
$453K 0.29%
3,560
29
$383K 0.24%
1,630
30
$379K 0.24%
1,059
+1
31
$374K 0.24%
15,332
+4,445
32
$371K 0.24%
1,108
-80
33
$369K 0.24%
733
+1
34
$367K 0.23%
+18,030
35
$336K 0.21%
3,231
36
$322K 0.21%
1,211
37
$305K 0.19%
1,982
38
$304K 0.19%
5,677
+939
39
$298K 0.19%
4,373
40
$264K 0.17%
2,894
41
$260K 0.17%
3,321
-756
42
$246K 0.16%
436
43
$229K 0.15%
1,779
+5
44
$210K 0.13%
2,904
+11
45
$37.2K 0.02%
17,000
46
– –
-3,335
47
– –
-7,462
48
– –
-3,227
1
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