PSIWM

Paradigm Strategies in Wealth Management Portfolio holdings

AUM $152M
1-Year Est. Return 9.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
-$4.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$464K
3
+$426K
4
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$338K
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$319K

Top Sells

1
+$12.6M
2
+$2.57M
3
+$938K
4
PGX icon
Invesco Preferred ETF
PGX
+$568K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$550K

Sector Composition

1 Consumer Staples 3.04%
2 Technology 2.46%
3 Consumer Discretionary 0.65%
4 Financials 0.54%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-100,524
1 2
3