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
$142M
AUM Growth
+$8.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$2.27M
3
+$1.53M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.07M
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$977K

Top Sells

1
+$3.38M
2
+$940K
3
+$912K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$547K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$432K

Sector Composition

1 Technology 3.31%
2 Financials 2.4%
3 Consumer Staples 1.93%
4 Healthcare 1.82%
5 Industrials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$546K 0.39%
+6,721
52
$543K 0.38%
3,580
+301
53
$541K 0.38%
14,693
-692
54
$517K 0.37%
8,604
+1,209
55
$497K 0.35%
3,933
+309
56
$495K 0.35%
2,334
+120
57
$480K 0.34%
1,608
-126
58
$474K 0.33%
8,659
-344
59
$470K 0.33%
1,105
+9
60
$461K 0.33%
12,030
+1,506
61
$443K 0.31%
5,038
+125
62
$441K 0.31%
5,960
-1,200
63
$430K 0.3%
7,214
+334
64
$422K 0.3%
2,830
-70
65
$414K 0.29%
3,580
+298
66
$414K 0.29%
7,265
+131
67
$407K 0.29%
5,942
-1,195
68
$392K 0.28%
10,207
+922
69
$391K 0.28%
9,510
-2,691
70
$391K 0.28%
4,028
-266
71
$385K 0.27%
9,975
-1,731
72
$367K 0.26%
2,777
-103
73
$345K 0.24%
1,625
-616
74
$341K 0.24%
9,630
-204
75
$334K 0.24%
3,193
-504
1 2
3
4 5