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PSIWM
Paradigm Strategies in Wealth Management Portfolio holdings
AUM
$147M
1-Year Est. Return
11.5%
This Fund
S&P 500
1 Year Est. Return
+11.5%
AUM
$147M
AUM Growth
-$4.97M
(-3.3%)
Holding
57
Top Buys
| 1 | +$1.84M | |
| 2 | +$578K | |
| 3 | +$559K | |
| 4 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
+$539K |
| 5 |
IBMT
iShares iBonds Dec 2031 Term Muni Bond ETF
IBMT
|
+$346K |
Top Sells
| 1 | +$1.63M | |
| 2 | +$1.63M | |
| 3 | +$1.38M | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1.18M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$970K |
Sector Composition
| 1 | Consumer Staples | 3.14% |
| 2 | Technology | 3.06% |
| 3 | Financials | 0.56% |
| 4 | Consumer Discretionary | 0.48% |
| 5 | Communication Services | 0.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Altria Group
MO
$119B
| $226K | 0.15% |
+3,426
|
|
||
52
AT&T
T
$156B
| $225K | 0.15% |
+7,748
|
|
||
53
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$646M
| $224K | 0.15% |
8,814
|
|
||
54
UnitedHealth
UNH
$369B
| $216K | 0.15% |
797
+76
|
|
||
55
Microvision
MVIS
$128M
| $16.7K | 0.01% |
26,000
|
|
||
56
Vanguard High Dividend Yield ETF
VYM
$78.3B
| – | – |
-1,431
|
|
||
57
State Street Health Care Select Sector SPDR ETF
XLV
$38.9B
| – | – |
-1,357
|
|