PWM

Paulson Wealth Management Portfolio holdings

AUM $423M
1-Year Est. Return 13.53%
This Quarter Est. Return
1 Year Est. Return
+13.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.01M
3
+$469K
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$467K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$425K

Top Sells

1
+$2.38M
2
+$1.11M
3
+$534K
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$282K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$260K

Sector Composition

1 Technology 3.34%
2 Healthcare 2.05%
3 Financials 1.55%
4 Consumer Staples 1.19%
5 Industrials 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$423K 0.3%
3,580
-55
52
$420K 0.29%
4,129
-467
53
$417K 0.29%
7,695
-1,492
54
$411K 0.29%
1,125
+20
55
$408K 0.29%
18,835
56
$403K 0.28%
5,990
-582
57
$397K 0.28%
2,790
-40
58
$371K 0.26%
5,030
+1,073
59
$360K 0.25%
3,697
-640
60
$359K 0.25%
11,570
+651
61
$345K 0.24%
7,400
+1,859
62
$343K 0.24%
1,778
+554
63
$333K 0.23%
2,884
+177
64
$329K 0.23%
7,367
+715
65
$322K 0.23%
2,435
-1,083
66
$314K 0.22%
8,043
+1,022
67
$314K 0.22%
7,875
-3,648
68
$305K 0.21%
1,625
69
$285K 0.2%
+1,628
70
$282K 0.2%
+2,231
71
$275K 0.19%
1,490
-785
72
$268K 0.19%
2,241
-1,255
73
$257K 0.18%
5,151
-369
74
$254K 0.18%
1,840
+20
75
$244K 0.17%
6,168
-290
1 2
3
4