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
$190M
AUM Growth
-$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$601K
3
+$540K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$396K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$201K

Top Sells

1
+$445K
2
+$296K
3
+$277K
4
TGT icon
Target
TGT
+$262K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$235K

Sector Composition

1 Technology 9.26%
2 Healthcare 2.65%
3 Financials 1.57%
4 Consumer Staples 1.53%
5 Consumer Discretionary 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$698K 0.37%
1,456
-118
27
$622K 0.33%
4,324
+155
28
$612K 0.32%
3,105
+26
29
$594K 0.31%
6,512
+368
30
$558K 0.29%
18,835
31
$537K 0.28%
1,249
+53
32
$527K 0.28%
8,380
+272
33
$524K 0.28%
4,844
+268
34
$520K 0.27%
4,069
+46
35
$514K 0.27%
4,602
36
$513K 0.27%
9,782
+542
37
$499K 0.26%
3,533
-46
38
$480K 0.25%
1,559
39
$473K 0.25%
1,795
40
$472K 0.25%
3,514
+27
41
$469K 0.25%
4,300
42
$468K 0.25%
3,231
+273
43
$453K 0.24%
2,718
-26
44
$447K 0.24%
2,593
45
$439K 0.23%
20,711
-485
46
$418K 0.22%
8,234
+372
47
$415K 0.22%
1,683
+137
48
$401K 0.21%
4,685
+532
49
$397K 0.21%
2,919
50
$376K 0.2%
1,910
+279
1
2
3 4