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
$98.7M
AUM Growth
-$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Sells

1 +$16.5M
2 +$2.01M
3 +$405K
4
WFC icon
Wells Fargo
WFC
+$248K
5
PGX icon
Invesco Preferred ETF
PGX
+$217K

Sector Composition

1 Technology 4.64%
2 Consumer Discretionary 1.25%
3 Industrials 1.06%
4 Healthcare 1.05%
5 Communication Services 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-78,525
52
-665,413
53
-1,540
54
-5,333