PSIWM

Paradigm Strategies in Wealth Management Portfolio holdings

AUM $152M
1-Year Est. Return 9.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.15%
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
+$2.17M
3
+$478K
4
IBMM
iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
+$357K
5
AAPL icon
Apple
AAPL
+$274K

Top Sells

1
+$1.11M
2
+$569K
3
+$315K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$193K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$175K

Sector Composition

1 Technology 4.15%
2 Industrials 1.7%
3 Healthcare 1.65%
4 Consumer Discretionary 1.17%
5 Consumer Staples 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$8K 0.01%
255
177
$8K 0.01%
250
178
$8K 0.01%
128
179
$8K 0.01%
61
-31
180
$8K 0.01%
+207
181
$7K 0.01%
70
182
$7K 0.01%
51
183
$6K 0.01%
97
184
$6K 0.01%
128
185
$6K 0.01%
100
+15
186
$6K 0.01%
400
187
$6K 0.01%
320
+200
188
$6K 0.01%
243
-4,428
189
$5K ﹤0.01%
+268
190
$5K ﹤0.01%
+90
191
$5K ﹤0.01%
+538
192
$5K ﹤0.01%
80
193
$5K ﹤0.01%
+66
194
$5K ﹤0.01%
125
195
$5K ﹤0.01%
+500
196
$5K ﹤0.01%
79
197
$5K ﹤0.01%
19
198
$5K ﹤0.01%
20
199
$5K ﹤0.01%
+528
200
$4K ﹤0.01%
+300
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