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
$205M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$6.66M
3
+$3.08M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$2.56M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.04M

Top Sells

1
+$15.3M
2
+$2.36M
3
+$2.12M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.96M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.05M

Sector Composition

1 Technology 8.4%
2 Healthcare 3.33%
3 Financials 1.79%
4 Consumer Staples 1.17%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 0.5%
6,179
+43
27
$911K 0.44%
2,884
+6
28
$873K 0.43%
7,911
-147
29
$852K 0.42%
3,552
-143
30
$787K 0.38%
5,190
-113
31
$679K 0.33%
6,120
-156
32
$630K 0.31%
13,227
-269
33
$595K 0.29%
1,795
34
$584K 0.29%
18,835
35
$573K 0.28%
3,192
+4
36
$564K 0.28%
2,767
+20
37
$554K 0.27%
1,214
-125
38
$531K 0.26%
10,358
+204
39
$517K 0.25%
1,560
+1
40
$506K 0.25%
1,041
+11
41
$497K 0.24%
4,365
-237
42
$483K 0.24%
2,675
-10
43
$474K 0.23%
2,281
-215
44
$458K 0.22%
3,245
-269
45
$429K 0.21%
10,999
+1,461
46
$417K 0.2%
2,443
47
$405K 0.2%
2,919
48
$387K 0.19%
3,864
-1,525
49
$382K 0.19%
+1,593
50
$380K 0.19%
+15,128
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