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PWM

Paulson Wealth Management Portfolio holdings

AUM $427M
1-Year Est. Return 16.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.15M
3
+$955K
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$867K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$846K

Top Sells

1
+$405K
2
+$293K
3
+$225K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$214K
5
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$165K

Sector Composition

1 Healthcare 3.87%
2 Technology 3.53%
3 Industrials 3.13%
4 Financials 2.66%
5 Consumer Discretionary 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$649K 0.58%
7,824
-339
52
$646K 0.58%
18,758
-104
53
$639K 0.57%
17,375
+2,290
54
$620K 0.56%
12,238
+8,232
55
$616K 0.55%
6,151
-339
56
$599K 0.54%
+18,155
57
$595K 0.53%
24,051
-4,055
58
$585K 0.52%
8,000
-125
59
$583K 0.52%
+2,775
60
$570K 0.51%
23,527
-4,161
61
$561K 0.5%
3,147
-197
62
$558K 0.5%
3,472
-188
63
$554K 0.5%
11,524
-914
64
$545K 0.49%
22,667
-1,472
65
$536K 0.48%
21,467
-4,556
66
$535K 0.48%
12,513
-666
67
$503K 0.45%
3,701
-265
68
$453K 0.41%
4,198
-35
69
$429K 0.38%
9,401
+58
70
$428K 0.38%
14,350
+196
71
$425K 0.38%
13,378
72
$422K 0.38%
16,735
+5,663
73
$420K 0.38%
19,820
-1,839
74
$411K 0.37%
5,276
-204
75
$409K 0.37%
4,464
-362
1 2
3
4 5