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
$219M
AUM Growth
-$4.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.45M
3
+$2.38M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.7M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$352K

Top Sells

1
+$640K
2
+$484K
3
+$391K
4
MMIN icon
IQ MacKay Municipal Insured ETF
MMIN
+$284K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$283K

Sector Composition

1 Technology 10.34%
2 Healthcare 2.25%
3 Consumer Staples 1.55%
4 Financials 1.47%
5 Consumer Discretionary 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$403K 0.18%
8,602
+436
52
$400K 0.18%
7,862
-610
53
$387K 0.18%
4,682
-219
54
$382K 0.17%
1,546
+79
55
$362K 0.17%
1,631
+168
56
$343K 0.16%
4,153
+186
57
$333K 0.15%
3,083
-5
58
$329K 0.15%
670
59
$326K 0.15%
6,558
-102
60
$320K 0.15%
1,322
+82
61
$308K 0.14%
2,504
-22
62
$296K 0.14%
817
+20
63
$295K 0.13%
3,011
-436
64
$293K 0.13%
2,100
65
$282K 0.13%
4,748
+423
66
$282K 0.13%
1,772
67
$277K 0.13%
1,700
+80
68
$277K 0.13%
2,056
-98
69
$277K 0.13%
5,218
-231
70
$271K 0.12%
1,215
-25
71
$262K 0.12%
1,236
-8
72
$235K 0.11%
7,758
-3,244
73
$233K 0.11%
3,300
-1,437
74
$231K 0.11%
805
75
$230K 0.1%
+4,138
1 2
3
4