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
$160M
AUM Growth
-$3.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$1.06M
3
+$524K
4
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$422K
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$289K

Top Sells

1
+$9.03M
2
+$3.88M
3
+$3M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$1.96M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$1.91M

Sector Composition

1 Consumer Staples 3.27%
2 Technology 3%
3 Consumer Discretionary 0.74%
4 Financials 0.65%
5 Healthcare 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$207K 0.13%
+12,187
52
$206K 0.13%
+744
53
$205K 0.13%
2,128
+7
54
$19.9K 0.01%
17,500
55
– –
-8,496
56
– –
-10,604
57
– –
-154,507
58
– –
-13,914
1 2
3