PSIWM
Paradigm Strategies in Wealth Management Portfolio holdings
AUM
$153M
1-Year Est. Return
6.79%
1 Year Est. Return
+6.79%
AUM
$153M
AUM Growth
+$4.39M
(+3%)
Holding
54
Top Buys
| 1 | +$568K | |
| 2 | +$475K | |
| 3 | +$298K | |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$269K |
| 5 |
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
|
+$224K |
Top Sells
| 1 | +$1.04M | |
| 2 | +$355K | |
| 3 | +$269K | |
| 4 |
Bio-Techne
TECH
|
+$213K |
| 5 |
IBDZ
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
|
+$168K |
Sector Composition
| 1 | Consumer Staples | 3.36% |
| 2 | Technology | 2.86% |
| 3 | Consumer Discretionary | 0.63% |
| 4 | Financials | 0.54% |
| 5 | Communication Services | 0.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
SPDR S&P 600 Small Cap Value ETF
SLYV
$4.13B
| $217K | 0.14% |
2,726
+12
|
|
||
52
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $214K | 0.14% |
3,450
+11
|
|
||
53
Microvision
MVIS
$361M
| $29.6K | 0.02% |
26,000
|
|
||
|
54
Bio-Techne
TECH
$9.74B
| – | – |
-3,625
|
|