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
151
$15K 0.01%
1,590
152
$14K 0.01%
+1,816
153
$14K 0.01%
1,302
154
$14K 0.01%
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100
156
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250
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$13K 0.01%
488
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158
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+100
159
$13K 0.01%
+500
160
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161
$12K 0.01%
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162
$11K 0.01%
251
163
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121
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164
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27
165
$10K 0.01%
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166
$10K 0.01%
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167
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168
$10K 0.01%
45
169
$9K 0.01%
39
170
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175
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