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
$133M
AUM Growth
-$1.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$651K
2
+$320K
3
+$309K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$269K
5
ONEO icon
SPDR Russell 1000 Momentum Focus ETF
ONEO
+$268K

Top Sells

1
+$954K
2
+$605K
3
+$489K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$347K
5
DYLS
WisdomTree Dynamic Long/Short U.S. Equity Fund
DYLS
+$300K

Sector Composition

1 Technology 3.15%
2 Healthcare 2.23%
3 Financials 2.13%
4 Consumer Staples 1.96%
5 Industrials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$475K 0.36%
2,214
+234
52
$451K 0.34%
3,279
+351
53
$451K 0.34%
3,624
+244
54
$449K 0.34%
9,003
+49
55
$448K 0.34%
12,201
+117
56
$446K 0.34%
7,395
+443
57
$437K 0.33%
7,160
-1,160
58
$428K 0.32%
1,096
+76
59
$416K 0.31%
10,524
+633
60
$401K 0.3%
11,706
+1,581
61
$400K 0.3%
2,880
+225
62
$389K 0.29%
3,282
+52
63
$388K 0.29%
7,134
+243
64
$381K 0.29%
2,900
65
$377K 0.28%
1,734
-206
66
$372K 0.28%
4,913
-173
67
$364K 0.27%
6,585
-591
68
$355K 0.27%
6,880
+95
69
$346K 0.26%
4,294
-707
70
$340K 0.26%
2,241
-363
71
$340K 0.26%
6,478
+2,207
72
$337K 0.25%
6,234
-831
73
$333K 0.25%
3,697
-997
74
$332K 0.25%
4,130
-416
75
$325K 0.24%
2,849
+272
1 2
3
4 5