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
$163M
AUM Growth
+$707K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$863K
3
+$506K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$359K
5
AIQ icon
Global X Artificial Intelligence & Technology ETF
AIQ
+$326K

Top Sells

1
+$886K
2
+$738K
3
+$390K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$276K
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$200K

Sector Composition

1 Consumer Staples 3.2%
2 Technology 2.39%
3 Consumer Discretionary 0.69%
4 Financials 0.58%
5 Healthcare 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$496K 0.3%
7,274
+8
27
$485K 0.3%
1,630
28
$470K 0.29%
981
-80
29
$441K 0.27%
1,211
30
$433K 0.27%
1,108
31
$362K 0.22%
13,914
-6,395
32
$357K 0.22%
702
-31
33
$348K 0.21%
410
+1
34
$339K 0.21%
1,859
35
$326K 0.2%
+9,154
36
$315K 0.19%
1,730
37
$303K 0.19%
8,035
-4,165
38
$277K 0.17%
10,442
-4,952
39
$265K 0.16%
10,604
40
$260K 0.16%
3,625
41
$259K 0.16%
3,305
+28
42
$254K 0.16%
281
43
$253K 0.16%
2,735
44
$245K 0.15%
1,212
+1
45
$244K 0.15%
3,137
46
$219K 0.13%
2,791
+13
47
$215K 0.13%
8,496
-5,183
48
$211K 0.13%
2,121
49
$209K 0.13%
3,579
+9
50
$18.6K 0.01%
17,500
+500
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2
3