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
176
$6K 0.01%
+97
177
$6K 0.01%
+128
178
$6K 0.01%
+85
179
$6K 0.01%
+400
180
$6K 0.01%
+475
181
$5K ﹤0.01%
+80
182
$5K ﹤0.01%
+615
183
$5K ﹤0.01%
+80
184
$5K ﹤0.01%
+19
185
$5K ﹤0.01%
+20
186
$4K ﹤0.01%
+125
187
$4K ﹤0.01%
+82
188
$4K ﹤0.01%
+79
189
$3K ﹤0.01%
+10
190
$3K ﹤0.01%
+13
191
$3K ﹤0.01%
+72
192
$3K ﹤0.01%
+56
193
$3K ﹤0.01%
+235
194
$2K ﹤0.01%
+15
195
$2K ﹤0.01%
+92
196
$2K ﹤0.01%
+15
197
$2K ﹤0.01%
+57
198
$2K ﹤0.01%
+20
199
$2K ﹤0.01%
+58
200
$2K ﹤0.01%
+20
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