PWM
Paulson Wealth Management Portfolio holdings
AUM
$386M
This Quarter Return
+4.75%
1 Year Return
+12.12%
3 Year Return
+47.14%
5 Year Return
+65.05%
10 Year Return
–
AUM
$114M
AUM Growth
–
Cap. Flow
+$114M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
32.75%
Holding
631
New
630
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell 1000 Value ETF
IWD
|
$6.84M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$6.74M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$5.43M |
| 4 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$3.79M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.76M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 4.7% |
| 2 | Healthcare | 4.52% |
| 3 | Financials | 4.31% |
| 4 | Technology | 3.99% |
| 5 | Consumer Staples | 2.91% |