PWM

Paulson Wealth Management Portfolio holdings

AUM $386M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
+$797K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$654K
3
+$535K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$477K
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$405K

Top Sells

1
+$579K
2
+$536K
3
+$431K
4
WBA
Walgreens Boots Alliance
WBA
+$312K
5
WTFC icon
Wintrust Financial
WTFC
+$293K

Sector Composition

1 Technology 3.67%
2 Industrials 3.38%
3 Financials 2.98%
4 Healthcare 2.9%
5 Consumer Discretionary 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$654K 0.65%
+13,179
52
$652K 0.64%
3,344
-125
53
$652K 0.64%
26,023
+281
54
$645K 0.64%
12,438
-737
55
$634K 0.63%
6,081
-950
56
$627K 0.62%
2,585
57
$602K 0.59%
3,660
-95
58
$588K 0.58%
15,085
-2,255
59
$584K 0.58%
24,139
-148
60
$535K 0.53%
+4,826
61
$516K 0.51%
3,738
-201
62
$510K 0.5%
5,118
+945
63
$469K 0.46%
14,154
64
$449K 0.44%
21,659
-1,739
65
$449K 0.44%
9,343
66
$434K 0.43%
5,480
+29
67
$417K 0.41%
4,233
-23
68
$416K 0.41%
11,368
-545
69
$411K 0.41%
13,378
70
$405K 0.4%
+17,687
71
$350K 0.35%
+18,968
72
$347K 0.34%
2,900
73
$339K 0.33%
7,074
-1,686
74
$301K 0.3%
11,839
+217
75
$300K 0.3%
3,630
-144
1 2
3
4 5