PWM

Paulson Wealth Management Portfolio holdings

AUM $386M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$2.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$793K
3
+$661K
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$626K
5
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$565K

Top Sells

1
+$975K
2
+$737K
3
+$687K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$553K
5
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$422K

Sector Composition

1 Technology 3.17%
2 Healthcare 2.41%
3 Financials 2.19%
4 Industrials 1.74%
5 Consumer Staples 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$954K 0.71%
37,504
+5,340
27
$878K 0.65%
16,502
+2,609
28
$877K 0.65%
7,535
-186
29
$875K 0.65%
7,325
-416
30
$855K 0.64%
5,025
-87
31
$816K 0.61%
7,454
-5,048
32
$771K 0.57%
9,900
+89
33
$770K 0.57%
6,928
-663
34
$763K 0.57%
19,535
-335
35
$736K 0.55%
10,438
-3,533
36
$723K 0.54%
7,737
-2,861
37
$707K 0.53%
2,585
38
$694K 0.52%
11,780
39
$680K 0.51%
6,038
-1,552
40
$666K 0.5%
1,869
-108
41
$644K 0.48%
5,364
-212
42
$621K 0.46%
2,216
-579
43
$609K 0.45%
4,374
-8
44
$574K 0.43%
4,452
-162
45
$538K 0.4%
12,596
-56
46
$495K 0.37%
1,940
-519
47
$490K 0.37%
6,496
+321
48
$479K 0.36%
3,666
+42
49
$478K 0.36%
8,320
-2,100
50
$464K 0.35%
19,157
-238
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2
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