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
$205M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$6.66M
3
+$3.08M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$2.56M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.04M

Top Sells

1
+$15.3M
2
+$2.36M
3
+$2.12M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.96M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.05M

Sector Composition

1 Technology 8.4%
2 Healthcare 3.33%
3 Financials 1.79%
4 Consumer Staples 1.17%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$380K 0.19%
+15,343
52
$368K 0.18%
1,846
-237
53
$350K 0.17%
3,962
-308
54
$344K 0.17%
6,160
+870
55
$338K 0.16%
+13,895
56
$337K 0.16%
3,929
-2,100
57
$332K 0.16%
+14,119
58
$326K 0.16%
1,900
59
$326K 0.16%
+13,849
60
$323K 0.16%
5,076
61
$310K 0.15%
4,864
62
$307K 0.15%
16,694
+421
63
$307K 0.15%
8,204
+346
64
$305K 0.15%
2,163
-79
65
$303K 0.15%
2,755
-195
66
$301K 0.15%
6,893
+160
67
$295K 0.14%
805
68
$291K 0.14%
7,379
-1,667
69
$289K 0.14%
3,051
-53
70
$286K 0.14%
5,915
71
$281K 0.14%
1,175
72
$277K 0.14%
+1,053
73
$272K 0.13%
+1,939
74
$271K 0.13%
5,733
+1,052
75
$266K 0.13%
1,010
-109
1 2
3
4