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
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.66M
3
+$1.64M
4
IBDZ
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
+$1.11M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$1.01M

Top Sells

1
+$1.86M
2
+$920K
3
+$794K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$569K
5
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$453K

Sector Composition

1 Consumer Staples 3.35%
2 Technology 3.33%
3 Consumer Discretionary 0.64%
4 Healthcare 0.54%
5 Financials 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-4,000
52
– –
-3,331
53
– –
-255
54
– –
-1,167
55
– –
-8,539
1 2
3