PSIWM
Paradigm Strategies in Wealth Management Portfolio holdings
AUM
$153M
1-Year Return
6.79%
This Quarter Return
+5.41%
1 Year Return
+6.79%
3 Year Return
+28.85%
5 Year Return
–
10 Year Return
–
AUM
$103M
AUM Growth
–
Cap. Flow
+$103M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
68.67%
Holding
234
New
234
Increased
–
Reduced
–
Closed
–
Top Buys
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% |
