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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 | |
|---|---|---|---|---|---|---|
426
Eversource Energy
ES
$28.5B
| $5K | ﹤0.01% |
+74
| New | +$4.68K |
|
427
East-West Bancorp
EWBC
$18B
| $5K | ﹤0.01% |
+80
| New | +$4.77K |
|
428
First American
FAF
$8.05B
| $5K | ﹤0.01% |
+89
| New | +$4.79K |
|
429
Hartford Financial Services
HIG
$39.2B
| $5K | ﹤0.01% |
+86
| New | +$4.8K |
|
430
Hubbell
HUBB
$25.5B
| $5K | ﹤0.01% |
+35
| New | +$4.37K |
|
431
ICICI Bank
IBN
$109B
| $5K | ﹤0.01% |
+500
| New | +$4.61K |
|
432
Infosys
INFY
$49.9B
| $5K | ﹤0.01% |
+562
| New | +$4.27K |
|
433
Ingredion
INGR
$6.46B
| $5K | ﹤0.01% |
+33
| New | +$4.36K |
|
434
JD.com
JD
$42.7B
| $5K | ﹤0.01% |
+113
| New | +$4.45K |
|
435
Lithia Motors
LAD
$8.14B
| $5K | ﹤0.01% |
+48
| New | +$5.58K |
|
436
Leidos
LDOS
$14.9B
| $5K | ﹤0.01% |
+73
| New | +$4.57K |
|
437
ManpowerGroup
MAN
$2.61B
| $5K | ﹤0.01% |
+36
| New | +$4.5K |
|
438
Moog Inc Class A
MOG.A
$13.3B
| $5K | ﹤0.01% |
+54
| New | +$4.63K |
|
439
MSCI
MSCI
$42.1B
| $5K | ﹤0.01% |
+36
| New | +$4.49K |
|
440
Nokia
NOK
$49.7B
| $5K | ﹤0.01% |
+996
| New | +$5.13K |
|
441
Old Republic International
ORI
$10.7B
| $5K | ﹤0.01% |
+237
| New | +$4.84K |
|
442
SEI Investments
SEIC
$12.4B
| $5K | ﹤0.01% |
+70
| New | +$4.69K |
|
443
Shinhan Financial Group
SHG
$32.7B
| $5K | ﹤0.01% |
+101
| New | +$4.53K |
|
444
Seagate
STX
$168B
| $5K | ﹤0.01% |
+109
| New | +$4.16K |
|
|
SVC
445
Service Properties Trust
SVC
$1.1B
| $5K | ﹤0.01% |
+31
| New | +$4.55K |
|
446
Trimble
TRMB
$13.5B
| $5K | ﹤0.01% |
+116
| New | +$4.75K |
|
447
UGI
UGI
$7.96B
| $5K | ﹤0.01% |
+97
| New | +$4.63K |
|
448
Vale
VALE
$62.6B
| $5K | ﹤0.01% |
+396
| New | +$4.2K |
|
449
W.R. Berkley
WRB
$28.3B
| $5K | ﹤0.01% |
+226
| New | +$4.62K |
|
450
Essential Utilities
WTRG
$11.6B
| $5K | ﹤0.01% |
+130
| New | +$4.74K |
|
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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.