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
$190M
AUM Growth
-$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$601K
3
+$540K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$396K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$201K

Top Sells

1
+$445K
2
+$296K
3
+$277K
4
TGT icon
Target
TGT
+$262K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$235K

Sector Composition

1 Technology 9.26%
2 Healthcare 2.65%
3 Financials 1.57%
4 Consumer Staples 1.53%
5 Consumer Discretionary 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$363K 0.19%
9,239
+637
52
$361K 0.19%
2,069
53
$341K 0.18%
5,421
+53
54
$335K 0.18%
2,481
-23
55
$327K 0.17%
4,682
56
$326K 0.17%
5,272
+524
57
$318K 0.17%
1,305
-17
58
$318K 0.17%
3,891
59
$286K 0.15%
3,094
+11
60
$277K 0.15%
670
61
$263K 0.14%
6,501
-57
62
$261K 0.14%
805
63
$246K 0.13%
5,350
+132
64
$241K 0.13%
2,200
+100
65
$239K 0.13%
3,011
66
$225K 0.12%
1,772
67
$220K 0.12%
4,738
+600
68
$217K 0.11%
1,215
69
$215K 0.11%
2,863
+27
70
$215K 0.11%
2,101
+45
71
$205K 0.11%
975
72
$202K 0.11%
7,938
-170
73
– –
-647
74
– –
-1,700
75
– –
-4,874
1 2
3
4