PWM

Paulson Wealth Management Portfolio holdings

AUM $423M
1-Year Est. Return 13.53%
This Quarter Est. Return
1 Year Est. Return
+13.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$9.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$7.48M
2
+$6.2M
3
+$3.27M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.13M
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$2.1M

Top Sells

1
+$4.09M
2
+$3.18M
3
+$1.33M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.23M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.13M

Sector Composition

1 Healthcare 3.2%
2 Technology 3.16%
3 Financials 2.42%
4 Industrials 2.06%
5 Consumer Staples 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.07M 0.88%
17,086
-7,512
27
$1.05M 0.87%
27,241
-1,282
28
$992K 0.82%
12,356
-3,357
29
$913K 0.75%
15,934
-2
30
$909K 0.75%
42,345
-755
31
$863K 0.71%
8,104
-10,587
32
$836K 0.69%
9,344
-3,571
33
$833K 0.69%
51,432
34
$833K 0.69%
8,102
-4,490
35
$818K 0.68%
32,195
+19,900
36
$804K 0.66%
31,842
+20,673
37
$789K 0.65%
30,682
+19,007
38
$765K 0.63%
5,181
-518
39
$764K 0.63%
7,426
+381
40
$716K 0.59%
2,197
-9,770
41
$710K 0.59%
27,613
-11,762
42
$683K 0.56%
2,570
-617
43
$663K 0.55%
8,880
+21
44
$662K 0.55%
12,935
+7,353
45
$654K 0.54%
9,139
+4,373
46
$648K 0.53%
3,051
-798
47
$644K 0.53%
+21,751
48
$631K 0.52%
2,585
49
$628K 0.52%
25,053
+11,977
50
$615K 0.51%
17,210
-165
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2
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