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
$152M
AUM Growth
-$4.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$12.6M
2 +$2.57M
3 +$969K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$618K
5
PGX icon
Invesco Preferred ETF
PGX
+$568K

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
-3,321