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
$225M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$903K
3
+$638K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$573K
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$436K

Top Sells

1
+$290K
2
+$226K
3
+$225K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$74.8K
5
AAPL icon
Apple
AAPL
+$47.3K

Sector Composition

1 Technology 9.78%
2 Healthcare 2.72%
3 Financials 1.62%
4 Consumer Staples 1.1%
5 Consumer Discretionary 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.04M 0.46%
6,526
+107
27
$980K 0.44%
6,320
+200
28
$890K 0.4%
8,120
+209
29
$852K 0.38%
2,887
+3
30
$791K 0.35%
5,323
+133
31
$714K 0.32%
13,658
+431
32
$675K 0.3%
6,342
+222
33
$629K 0.28%
1,265
+51
34
$627K 0.28%
2,972
+205
35
$591K 0.26%
18,835
36
$568K 0.25%
22,636
+7,508
37
$567K 0.25%
22,761
+7,418
38
$542K 0.24%
4,365
39
$539K 0.24%
3,303
+111
40
$536K 0.24%
2,376
+95
41
$532K 0.24%
21,693
+7,798
42
$529K 0.24%
22,173
+8,054
43
$521K 0.23%
1,103
+62
44
$519K 0.23%
1,560
45
$512K 0.23%
21,524
+7,675
46
$488K 0.22%
2,675
47
$469K 0.21%
3,245
48
$459K 0.2%
1,795
49
$457K 0.2%
2,443
50
$453K 0.2%
11,204
+205
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