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
151
$13K 0.01%
+1,590
152
$12K 0.01%
+296
153
$12K 0.01%
+240
154
$11K 0.01%
+460
155
$11K 0.01%
+92
156
$10K 0.01%
+251
157
$10K 0.01%
+128
158
$10K 0.01%
+1,302
159
$10K 0.01%
+114
160
$10K 0.01%
+25
161
$10K 0.01%
+45
162
$10K 0.01%
+27
163
$10K 0.01%
+213
164
$9K 0.01%
+39
165
$9K 0.01%
+75
166
$9K 0.01%
+109
167
$8K 0.01%
+255
168
$8K 0.01%
+250
169
$8K 0.01%
+128
170
$8K 0.01%
+70
171
$8K 0.01%
+86
172
$8K 0.01%
+470
173
$8K 0.01%
+110
174
$8K 0.01%
+50
175
$7K 0.01%
+51
5 6
7
8 9