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
$111M
AUM Growth
+$7.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$2.16M
3
+$475K
4
IBMM
iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
+$357K
5
HIMX
Himax Technologies
HIMX
+$290K

Top Sells

1
+$1.13M
2
+$569K
3
+$314K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$195K
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$175K

Sector Composition

1 Technology 4.29%
2 Industrials 1.7%
3 Healthcare 1.51%
4 Consumer Discretionary 1.17%
5 Consumer Staples 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$96K 0.09%
353
+70
77
$96K 0.09%
607
+4
78
$91K 0.08%
4,628
+28
79
$89K 0.08%
537
+1
80
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+1,867
81
$85K 0.08%
1,046
+2
82
$82K 0.07%
375
83
$73K 0.07%
300
84
$73K 0.07%
633
85
$72K 0.06%
3,334
+1,368
86
$72K 0.06%
1,358
+10
87
$71K 0.06%
310
88
$61K 0.05%
+310
89
$60K 0.05%
546
90
$60K 0.05%
818
91
$60K 0.05%
838
92
$59K 0.05%
708
93
$58K 0.05%
390
94
$56K 0.05%
3,050
95
$56K 0.05%
19,775
+9,775
96
$56K 0.05%
310
97
$55K 0.05%
253
98
$54K 0.05%
170
99
$53K 0.05%
470
100
$52K 0.05%
615
2 3
4
5 6