PWM

Paulson Wealth Management Portfolio holdings

AUM $433M
1-Year Est. Return 15.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$386M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$3.51M
3
+$1.91M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.65M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.53M

Top Sells

1
+$10.3M
2
+$2.77M
3
+$2.15M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.05M
5
MMIN icon
IQ MacKay Municipal Insured ETF
MMIN
+$1.87M

Sector Composition

1 Technology 8.84%
2 Financials 2.83%
3 Healthcare 1.78%
4 Consumer Discretionary 1.51%
5 Communication Services 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 0.46%
6,378
+539
27
$1.71M 0.44%
3,875
+1
28
$1.62M 0.42%
5,338
-873
29
$1.48M 0.38%
6,245
+343
30
$1.44M 0.37%
4,063
+24
31
$1.44M 0.37%
1,456
+10
32
$1.38M 0.36%
8,712
+1,122
33
$1.36M 0.35%
7,727
+3,498
34
$1.33M 0.34%
6,404
-49
35
$1.26M 0.33%
7,086
+4,066
36
$1.19M 0.31%
3,246
+29
37
$1.15M 0.3%
7,499
+2,175
38
$1.14M 0.29%
15,206
+3,357
39
$1.09M 0.28%
5,884
-4
40
$1.09M 0.28%
43,102
-219
41
$1.05M 0.27%
+2,982
42
$1.02M 0.26%
4,649
+1,020
43
$1.01M 0.26%
41,218
-3,494
44
$1M 0.26%
4,518
+2,880
45
$973K 0.25%
41,456
-3,058
46
$945K 0.24%
40,104
-4,417
47
$943K 0.24%
13,587
-861
48
$928K 0.24%
5,106
+2,042
49
$900K 0.23%
33,979
-5,959
50
$877K 0.23%
1,125
+167
1
2
3 4 5