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
$103M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$13.3M
3
+$12.5M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$9.25M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.98M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.63%
2 Industrials 1.82%
3 Healthcare 1.41%
4 Consumer Discretionary 1.14%
5 Communication Services 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$87K 0.08%
+4,600
77
$83K 0.08%
+281
78
$82K 0.08%
+1,044
79
$78K 0.08%
+300
80
$76K 0.07%
+633
81
$70K 0.07%
+200
82
$70K 0.07%
+1,348
83
$69K 0.07%
+14,975
84
$67K 0.06%
+283
85
$63K 0.06%
+838
86
$60K 0.06%
+310
87
$59K 0.06%
+3,050
88
$58K 0.06%
+310
89
$56K 0.05%
+818
90
$56K 0.05%
+546
91
$55K 0.05%
+253
92
$54K 0.05%
+708
93
$54K 0.05%
+390
94
$53K 0.05%
+248
95
$52K 0.05%
+615
96
$52K 0.05%
+170
97
$51K 0.05%
+1,285
98
$49K 0.05%
+797
99
$48K 0.05%
+159
100
$48K 0.05%
+470
2 3
4
5 6