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
201
$4K ﹤0.01%
56
202
$4K ﹤0.01%
82
203
$4K ﹤0.01%
+81
204
$3K ﹤0.01%
+33
205
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11
+1
206
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92
207
$3K ﹤0.01%
20
208
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13
209
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72
210
$3K ﹤0.01%
+666
211
$2K ﹤0.01%
15
212
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36
+2
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$2K ﹤0.01%
10
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15
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+85
216
$2K ﹤0.01%
57
217
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20
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20
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220
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+30
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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