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

Top Buys

1
+$15.2M
2
+$468K
3
+$225K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$222K
5
MO icon
Altria Group
MO
+$208K

Top Sells

1
+$15.5M
2
+$712K
3
+$263K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$224K
5
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$221K

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
1 2
3