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
$106M
AUM Growth
-$5.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$863K
2
+$723K
3
+$367K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$287K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$252K

Top Sells

1
+$333K
2
+$263K
3
+$209K
4
MO icon
Altria Group
MO
+$206K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$192K

Sector Composition

1 Technology 3.82%
2 Consumer Discretionary 1.16%
3 Industrials 0.98%
4 Healthcare 0.9%
5 Communication Services 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-1,540
127
– –
-488
128
– –
-251
129
– –
-375
130
– –
-352
131
– –
-705
132
– –
-39
133
– –
-36
134
– –
-1,046
135
– –
-310
136
– –
-300
137
– –
-400
138
– –
-92
139
– –
-10
140
– –
-200
141
– –
-1,358
142
– –
-255
143
– –
-128
144
– –
-15
145
– –
-18
146
– –
-4
147
– –
-128
148
– –
-207
149
– –
-250
150
– –
-128
4 5
6
7 8