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
$224M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$4.27M
3
+$4.22M
4
PFFV icon
Global X Variable Rate Preferred ETF
PFFV
+$3.54M
5
MINO icon
PIMCO Municipal Income Opportunities Active ETF
MINO
+$3.43M

Top Sells

1
+$5.46M
2
+$5.44M
3
+$5.3M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$5.13M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.26M

Sector Composition

1 Technology 10.85%
2 Healthcare 2.23%
3 Financials 1.7%
4 Consumer Staples 1.58%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$412K 0.18%
1,795
52
$411K 0.18%
8,166
+51
53
$408K 0.18%
1,148
+111
54
$401K 0.18%
4,733
-68
55
$393K 0.18%
1,467
+606
56
$361K 0.16%
2,526
-258
57
$359K 0.16%
2,154
+98
58
$354K 0.16%
3,088
-985
59
$347K 0.16%
670
60
$346K 0.15%
11,002
-23,616
61
$333K 0.15%
+2,840
62
$321K 0.14%
6,660
-5,421
63
$320K 0.14%
3,447
-2,415
64
$317K 0.14%
797
+24
65
$317K 0.14%
1,463
-832
66
$314K 0.14%
+4,325
67
$308K 0.14%
1,772
68
$306K 0.14%
+5,449
69
$304K 0.14%
2,100
70
$288K 0.13%
1,244
-32
71
$279K 0.12%
+1,240
72
$278K 0.12%
+4,737
73
$270K 0.12%
1,620
-100
74
$268K 0.12%
+647
75
$256K 0.11%
1,240
+45
1 2
3
4 5