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
$134M
AUM Growth
+$2.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$793K
3
+$661K
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$626K
5
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$565K

Top Sells

1
+$975K
2
+$737K
3
+$687K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$553K
5
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$422K

Sector Composition

1 Technology 3.17%
2 Healthcare 2.41%
3 Financials 2.19%
4 Industrials 1.74%
5 Consumer Staples 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$459K 0.34%
8,954
-1,526
52
$450K 0.34%
12,084
-3,275
53
$448K 0.33%
2,604
-50
54
$445K 0.33%
6,004
+84
55
$435K 0.32%
2,928
-106
56
$433K 0.32%
4,694
-2,762
57
$429K 0.32%
23,697
58
$424K 0.32%
1,980
-54
59
$410K 0.31%
5,001
-1,806
60
$406K 0.3%
3,230
+65
61
$392K 0.29%
7,176
62
$386K 0.29%
6,952
+266
63
$385K 0.29%
2,900
64
$385K 0.29%
3,380
+8
65
$382K 0.28%
2,655
+15
66
$382K 0.28%
7,065
-2,132
67
$374K 0.28%
6,891
+269
68
$370K 0.28%
9,891
+39
69
$367K 0.27%
5,067
-1,488
70
$365K 0.27%
1,020
-15
71
$363K 0.27%
10,125
-597
72
$361K 0.27%
9,574
-25,857
73
$356K 0.27%
4,546
-678
74
$351K 0.26%
6,785
+113
75
$345K 0.26%
8,445
+300
1 2
3
4 5