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
$143M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.01M
3
+$469K
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$467K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$425K

Top Sells

1
+$2.38M
2
+$1.11M
3
+$534K
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$282K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$260K

Sector Composition

1 Technology 3.34%
2 Healthcare 2.05%
3 Financials 1.55%
4 Consumer Staples 1.19%
5 Industrials 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1M 0.7%
19,365
-302
27
$729K 0.51%
3,583
-451
28
$714K 0.5%
5,627
-54
29
$710K 0.5%
7,762
-2,842
30
$701K 0.49%
25,969
31
$646K 0.45%
4,597
+19
32
$596K 0.42%
11,455
-1
33
$588K 0.41%
3,590
-219
34
$576K 0.4%
8,437
+8
35
$561K 0.39%
1,728
-66
36
$556K 0.39%
10,078
+310
37
$544K 0.38%
5,543
+204
38
$513K 0.36%
5,626
-322
39
$500K 0.35%
21,896
+374
40
$483K 0.34%
13,590
-30
41
$476K 0.33%
3,651
-42
42
$474K 0.33%
4,045
-7
43
$469K 0.33%
+5,311
44
$469K 0.33%
1,590
-118
45
$462K 0.32%
1,524
-351
46
$454K 0.32%
1,813
+425
47
$454K 0.32%
4,732
48
$438K 0.31%
7,323
-161
49
$433K 0.3%
4,601
-382
50
$428K 0.3%
1,660
1
2
3 4