PWM

Paulson Wealth Management Portfolio holdings

AUM $433M
1-Year Est. Return 15.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$386M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$3.51M
3
+$1.91M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.65M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.53M

Top Sells

1
+$10.3M
2
+$2.77M
3
+$2.15M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.05M
5
MMIN icon
IQ MacKay Municipal Insured ETF
MMIN
+$1.87M

Sector Composition

1 Technology 8.84%
2 Financials 2.83%
3 Healthcare 1.78%
4 Consumer Discretionary 1.51%
5 Communication Services 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$874K 0.23%
4,481
-942
52
$859K 0.22%
5,390
+87
53
$846K 0.22%
10,692
+5,725
54
$845K 0.22%
2,709
-418
55
$832K 0.22%
2,981
+1,386
56
$825K 0.21%
2,900
-136
57
$813K 0.21%
7,538
+134
58
$791K 0.2%
4,968
+2,230
59
$772K 0.2%
4,222
60
$730K 0.19%
7,461
+49
61
$696K 0.18%
1,794
-83
62
$695K 0.18%
6,651
-19,759
63
$690K 0.18%
935
-7
64
$684K 0.18%
16,185
65
$666K 0.17%
2,188
66
$636K 0.16%
1,374
+27
67
$624K 0.16%
26,756
-80,416
68
$622K 0.16%
2,847
69
$618K 0.16%
1,172
70
$611K 0.16%
26,304
-2,904
71
$606K 0.16%
2,165
+18
72
$595K 0.15%
1,363
+39
73
$594K 0.15%
1,796
74
$573K 0.15%
1,020
-8
75
$572K 0.15%
4,610
-1,194
1 2
3
4 5