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
$225M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$903K
3
+$638K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$573K
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$436K

Top Sells

1
+$290K
2
+$226K
3
+$225K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$74.8K
5
AAPL icon
Apple
AAPL
+$47.3K

Sector Composition

1 Technology 9.78%
2 Healthcare 2.72%
3 Financials 1.62%
4 Consumer Staples 1.1%
5 Consumer Discretionary 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$443K 0.2%
10,860
+502
52
$405K 0.18%
3,905
-57
53
$404K 0.18%
6,290
+130
54
$400K 0.18%
2,919
55
$376K 0.17%
1,645
+52
56
$369K 0.16%
1,846
57
$366K 0.16%
4,163
+299
58
$362K 0.16%
2,838
+83
59
$348K 0.15%
1,900
60
$332K 0.15%
4,573
-291
61
$326K 0.14%
3,929
62
$319K 0.14%
16,593
-101
63
$308K 0.14%
4,972
-104
64
$304K 0.14%
6,080
+165
65
$302K 0.13%
7,764
+385
66
$300K 0.13%
1,243
+190
67
$298K 0.13%
3,081
+30
68
$297K 0.13%
2,263
+100
69
$289K 0.13%
5,733
70
$286K 0.13%
1,024
+14
71
$279K 0.12%
8,082
-122
72
$276K 0.12%
805
73
$275K 0.12%
1,072
+69
74
$275K 0.12%
7,634
+741
75
$268K 0.12%
7,079
1 2
3
4