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
$133M
AUM Growth
-$1.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$651K
2
+$320K
3
+$309K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$269K
5
ONEO icon
SPDR Russell 1000 Momentum Focus ETF
ONEO
+$268K

Top Sells

1
+$954K
2
+$605K
3
+$489K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$347K
5
DYLS
WisdomTree Dynamic Long/Short U.S. Equity Fund
DYLS
+$300K

Sector Composition

1 Technology 3.15%
2 Healthcare 2.23%
3 Financials 2.13%
4 Consumer Staples 1.96%
5 Industrials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$844K 0.64%
5,039
+14
27
$841K 0.63%
7,148
-387
28
$784K 0.59%
6,930
+2
29
$772K 0.58%
9,915
+15
30
$752K 0.57%
19,455
-80
31
$724K 0.55%
5,605
+241
32
$723K 0.54%
6,689
-765
33
$715K 0.54%
6,403
+365
34
$696K 0.52%
2,585
35
$673K 0.51%
11,780
36
$653K 0.49%
1,853
-16
37
$651K 0.49%
+24,749
38
$639K 0.48%
6,917
-820
39
$636K 0.48%
5,325
-2,000
40
$636K 0.48%
4,575
+201
41
$612K 0.46%
8,551
-1,887
42
$607K 0.46%
4,694
+242
43
$586K 0.44%
15,385
+5,811
44
$577K 0.43%
2,001
-215
45
$571K 0.43%
19,977
+820
46
$534K 0.4%
3,896
+230
47
$509K 0.38%
21,595
-20,750
48
$507K 0.38%
12,597
+1
49
$504K 0.38%
7,137
+641
50
$489K 0.37%
6,408
+404
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