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
$148M
AUM Growth
-$3.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$15.1M
2 +$435K
3 +$229K
4
MO icon
Altria Group
MO
+$229K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$226K

Sector Composition

1 Consumer Staples 3.69%
2 Technology 3.05%
3 Financials 0.61%
4 Consumer Discretionary 0.6%
5 Healthcare 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$210K 0.14%
2,125
-3
52
$201K 0.14%
3,439
+8
53
$32.2K 0.02%
26,000
+8,500