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PWM
Paulson Wealth Management Portfolio holdings
AUM
$427M
1-Year Est. Return
16.36%
This Fund
S&P 500
This Quarter
Est. Return
+4.75%
1 Year Est. Return
+16.36%
3 Year Est. Return
+47.16%
5 Year Est. Return
+44.35%
10 Year Est. Return
–
AUM
$114M
AUM Growth
–
Cap. Flow
+$113M
Cap. Flow
% of AUM
99.13%
Top 10 Holdings %
Top 10 Hldgs %
32.75%
Holding
632
New
631
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 Value ETF
IWD
|
+$6.66M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$6.57M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$5.37M |
| 4 |
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
|
+$3.7M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$2.72M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 4.74% |
| 2 | Healthcare | 4.51% |
| 3 | Financials | 4.31% |
| 4 | Technology | 3.99% |
| 5 | Consumer Staples | 2.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Plexus
PLXS
$6.78B
| $28K | 0.02% |
+461
| New | +$27.9K |
|
252
YPF
YPF
$20B
| $28K | 0.02% |
+1,205
| New | +$27.6K |
|
253
Avista
AVA
$3.43B
| $27K | 0.02% |
+515
| New | +$26.7K |
|
254
Darling Ingredients
DAR
$9.62B
| $27K | 0.02% |
+1,494
| New | +$25.8K |
|
255
Host Hotels & Resorts
HST
$17.1B
| $27K | 0.02% |
+1,347
| New | +$26.4K |
|
|
VIVS
256
VivoSim Labs
VIVS
$1.36M
| $27K | 0.02% |
+83
| New | +$30.9K |
|
257
Alibaba
BABA
$276B
| $26K | 0.02% |
+152
| New | +$27.2K |
|
258
Fidelity National Financial
FNF
$14B
| $26K | 0.02% |
+700
| New | +$25.5K |
|
259
Littelfuse
LFUS
$10.2B
| $26K | 0.02% |
+130
| New | +$26.1K |
|
260
United Natural Foods
UNFI
$2.97B
| $26K | 0.02% |
+529
| New | +$23.1K |
|
261
SPDR Gold Trust
GLD
$132B
| $25K | 0.02% |
+200
| New | +$24.2K |
|
262
Illinois Tool Works
ITW
$81.9B
| $25K | 0.02% |
+150
| New | +$23.9K |
|
|
NBIS
263
Nebius Group N.V.
NBIS
$47.7B
| $25K | 0.02% |
+762
| New | +$24.9K |
|
264
Crown Castle
CCI
$32.4B
| $24K | 0.02% |
+218
| New | +$23.5K |
|
265
Darden Restaurants
DRI
$23.4B
| $24K | 0.02% |
+251
| New | +$21.2K |
|
266
W.W. Grainger
GWW
$66B
| $24K | 0.02% |
+100
| New | +$20.7K |
|
267
Kilroy Realty
KRC
$4.58B
| $24K | 0.02% |
+324
| New | +$23.8K |
|
268
Tapestry
TPR
$29.8B
| $24K | 0.02% |
+534
| New | +$22K |
|
|
EE
269
DELISTED
El Paso Electric Company
EE
| $24K | 0.02% |
+427
| New | +$24.8K |
|
270
Constellation Brands
STZ
$22.2B
| $23K | 0.02% |
+100
| New | +$21.6K |
|
271
Aflac
AFL
$64.4B
| $22K | 0.02% |
+498
| New | +$21.3K |
|
272
Enel Chile
ENIC
$6.05B
| $22K | 0.02% |
+3,917
| New | +$22.4K |
|
273
Mid-America Apartment Communities
MAA
$15.5B
| $22K | 0.02% |
+214
| New | +$22.2K |
|
274
Vanguard Mega Cap Growth ETF
MGK
$31.8B
| $22K | 0.02% |
+1,000
| New | +$21.8K |
|
275
Rithm Capital
RITM
$5.15B
| $22K | 0.02% |
+1,222
| New | +$21.5K |
|
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Paulson Wealth Management's Q4 2017 Portfolio in Review
Q4 2017 is the first quarter with a 13F filing on record for Paulson Wealth Management, which disclosed 632 positions worth $114M. Its ten largest holdings account for 33% of the portfolio.
Its largest position is iShares Russell 1000 Value ETF: 54,993 shares worth $6.84M.
By sector, the portfolio is most concentrated in Industrials at 4.7% of assets, followed by Healthcare and Financials.
- Paulson Wealth Management's largest Q4 2017 buy was iShares Russell 1000 Value ETF: 54,993 shares worth $6.84M.
- Paulson Wealth Management's ten largest holdings make up 33% of its $114M portfolio in Q4 2017.
- Paulson Wealth Management disclosed 632 positions in Q4 2017, its first 13F filing on record.
Based on Paulson Wealth Management's 13F filing for Q4 2017, filed 1 Mar 2018.