PSIWM
Paradigm Strategies in Wealth Management Portfolio holdings
AUM
$153M
1-Year Return
6.79%
This Quarter Return
-0.86%
1 Year Return
+6.79%
3 Year Return
+28.85%
5 Year Return
–
10 Year Return
–
AUM
$106M
AUM Growth
-$5.29M
(-4.8%)
Cap. Flow
-$4.39M
Cap. Flow
% of AUM
-4.14%
Top 10 Holdings %
Top 10 Hldgs %
74.72%
Holding
260
New
1
Increased
28
Reduced
9
Closed
211
Top Buys
Top Sells
| 1 |
HIMX
Himax Technologies
HIMX
|
$333K |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$263K |
| 3 |
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
$209K |
| 4 |
Altria Group
MO
|
$206K |
| 5 |
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% |
