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
$130M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.61M
3
+$2.55M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.12M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.82M

Top Sells

1
+$751K
2
+$723K
3
+$684K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$629K
5
WTMF icon
WisdomTree Managed Futures Strategy Fund
WTMF
+$541K

Sector Composition

1 Technology 3.02%
2 Healthcare 1.97%
3 Consumer Staples 1.92%
4 Financials 1.45%
5 Communication Services 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$971K 0.74%
10,604
-2,934
27
$693K 0.53%
4,034
-77
28
$686K 0.53%
25,969
-223
29
$676K 0.52%
4,578
+188
30
$639K 0.49%
7,871
+1,150
31
$613K 0.47%
5,681
+192
32
$582K 0.45%
1,875
-17
33
$560K 0.43%
11,456
-107
34
$556K 0.43%
9,768
+1,164
35
$540K 0.41%
3,809
-412
36
$495K 0.38%
11,523
-507
37
$493K 0.38%
1,794
+138
38
$490K 0.38%
9,187
-6,856
39
$489K 0.37%
21,522
+1,667
40
$482K 0.37%
8,429
-831
41
$481K 0.37%
1,708
+100
42
$475K 0.36%
3,518
-590
43
$452K 0.35%
4,983
-291
44
$452K 0.35%
5,948
+131
45
$448K 0.34%
3,693
+113
46
$448K 0.34%
+4,052
47
$441K 0.34%
7,484
+270
48
$437K 0.34%
5,339
+301
49
$426K 0.33%
3,635
-1,394
50
$424K 0.33%
3,496
-437
1
2
3 4 5