PWM
Paulson Wealth Management Portfolio holdings
AUM
$386M
1-Year Return
12.12%
This Quarter Return
-1.42%
1 Year Return
+12.12%
3 Year Return
+47.14%
5 Year Return
+65.05%
10 Year Return
–
AUM
$100M
AUM Growth
-$13.4M
(-12%)
Cap. Flow
-$11.9M
Cap. Flow
% of AUM
-11.83%
Top 10 Holdings %
Top 10 Hldgs %
38.15%
Holding
633
New
2
Increased
49
Reduced
50
Closed
526
Top Buys
Top Sells
| 1 |
Lazard
LAZ
|
$2.56M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.34M |
| 3 |
IBDB
iShares iBonds Mar 2018 Term Corporate ETF
IBDB
|
$637K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$512K |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$430K |
Sector Composition
| 1 | Technology | 3.81% |
| 2 | Healthcare | 3.64% |
| 3 | Industrials | 3.47% |
| 4 | Consumer Discretionary | 2.11% |
| 5 | Consumer Staples | 1.49% |
