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
$210M
AUM Growth
+$3.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$2.17M
3
+$2.13M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.95M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.16M

Top Sells

1
+$6.66M
2
+$2.62M
3
+$262K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$248K
5
SNX icon
TD Synnex
SNX
+$233K

Sector Composition

1 Technology 9.95%
2 Healthcare 2.06%
3 Financials 1.97%
4 Consumer Staples 1.72%
5 Consumer Discretionary 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 0.51%
3,779
+81
27
$994K 0.47%
19,269
28
$991K 0.47%
6,138
+122
29
$804K 0.38%
2,450
-57
30
$796K 0.38%
30,624
-262
31
$732K 0.35%
3,094
-35
32
$730K 0.35%
6,768
+14
33
$709K 0.34%
1,577
-2
34
$708K 0.34%
27,051
-1,868
35
$650K 0.31%
4,432
+252
36
$647K 0.31%
4,301
+143
37
$636K 0.3%
11,687
+561
38
$607K 0.29%
4,605
39
$598K 0.28%
4,281
+220
40
$597K 0.28%
18,835
41
$577K 0.27%
4,320
-20
42
$561K 0.27%
12,081
+249
43
$552K 0.26%
5,862
-3
44
$538K 0.26%
24,970
-2,058
45
$528K 0.25%
3,972
+258
46
$527K 0.25%
1,559
47
$522K 0.25%
3,487
-88
48
$519K 0.25%
+10,507
49
$512K 0.24%
2,593
50
$511K 0.24%
2,295
-24
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