PSIWM
Paradigm Strategies in Wealth Management Portfolio holdings
AUM
$153M
1-Year Return
6.79%
This Quarter Return
+2.62%
1 Year Return
+6.79%
3 Year Return
+28.85%
5 Year Return
–
10 Year Return
–
AUM
$111M
AUM Growth
+$7.69M
(+7.4%)
Cap. Flow
+$5.2M
Cap. Flow
% of AUM
4.67%
Top 10 Holdings %
Top 10 Hldgs %
69.88%
Holding
279
New
45
Increased
56
Reduced
26
Closed
20
Top Buys
Top Sells
| 1 |
Invesco Preferred ETF
PGX
|
$1.13M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$569K |
| 3 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$314K |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$195K |
| 5 |
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% |
