PSIWM
Paradigm Strategies in Wealth Management Portfolio holdings
AUM
$147M
1-Year Est. Return
11.5%
This Fund
S&P 500
1 Year Est. Return
+11.5%
AUM
$152M
AUM Growth
-$3.76M
(-2.4%)
Holding
55
Top Buys
| 1 | +$710K | |
| 2 | +$204K | |
| 3 | +$203K | |
| 4 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
+$157K |
| 5 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$120K |
Top Sells
| 1 | +$1.19M | |
| 2 | +$724K | |
| 3 | +$520K | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$444K |
| 5 |
State Street SPDR Portfolio Emerging Markets ETF
SPEM
|
+$381K |
Sector Composition
| 1 | Technology | 3.16% |
| 2 | Consumer Staples | 2.81% |
| 3 | Financials | 0.56% |
| 4 | Consumer Discretionary | 0.47% |
| 5 | Communication Services | 0.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Walt Disney
DIS
$189B
| – | – |
-1,981
|
|
||
52
Altria Group
MO
$115B
| – | – |
-3,400
|
|
||
53
Northrop Grumman
NOC
$79.5B
| – | – |
-345
|
|
||
|
54
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.9B
| – | – |
-8,143
|
|
||
55
AT&T
T
$176B
| – | – |
-8,214
|
|