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
201
$4K ﹤0.01%
56
202
$4K ﹤0.01%
82
203
$4K ﹤0.01%
+81
204
$3K ﹤0.01%
11
+1
205
$3K ﹤0.01%
92
206
$3K ﹤0.01%
20
207
$3K ﹤0.01%
13
208
$3K ﹤0.01%
72
209
$3K ﹤0.01%
+666
210
$3K ﹤0.01%
+33
211
$2K ﹤0.01%
15
212
$2K ﹤0.01%
36
+2
213
$2K ﹤0.01%
10
214
$2K ﹤0.01%
15
215
$2K ﹤0.01%
+85
216
$2K ﹤0.01%
57
217
$2K ﹤0.01%
20
218
$2K ﹤0.01%
20
219
$2K ﹤0.01%
+130
220
$2K ﹤0.01%
+30
221
$2K ﹤0.01%
7
+2
222
$2K ﹤0.01%
40
223
$2K ﹤0.01%
10
224
$2K ﹤0.01%
235
225
$2K ﹤0.01%
157
7 8
9
10 11