PSIWM
Paradigm Strategies in Wealth Management Portfolio holdings
AUM
$156M
1-Year Est. Return
6.21%
1 Year Est. Return
+6.21%
AUM
$156M
AUM Growth
+$3.4M
(+2.2%)
Holding
56
Top Buys
| 1 | +$1.3M | |
| 2 | +$343K | |
| 3 | +$223K | |
| 4 |
Northrop Grumman
NOC
|
+$210K |
| 5 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$117K |
Top Sells
| 1 | +$1.07M | |
| 2 | +$1.05M | |
| 3 | +$856K | |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$328K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$326K |
Sector Composition
| 1 | Technology | 3.21% |
| 2 | Consumer Staples | 3.15% |
| 3 | Communication Services | 0.58% |
| 4 | Financials | 0.55% |
| 5 | Consumer Discretionary | 0.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Automatic Data Processing
ADP
$106B
| $222K | 0.14% |
755
+3
|
|
||
|
52
Northrop Grumman
NOC
$78.3B
| $210K | 0.13% |
+345
|
|
||
53
Microvision
MVIS
$280M
| $32.2K | 0.02% |
26,000
|
|
||
54
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.1B
| – | – |
-14,958
|
|
||
55
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.5B
| – | – |
-42,500
|
|
||
56
Starbucks
SBUX
$96.8B
| – | – |
-3,138
|
|