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PWM
Paulson Wealth Management Portfolio holdings
AUM
$427M
1-Year Est. Return
16.36%
This Fund
S&P 500
This Quarter
Est. Return
+4.75%
1 Year Est. Return
+16.36%
3 Year Est. Return
+47.16%
5 Year Est. Return
+44.35%
10 Year Est. Return
–
AUM
$114M
AUM Growth
–
Cap. Flow
+$113M
Cap. Flow
% of AUM
99.13%
Top 10 Holdings %
Top 10 Hldgs %
32.75%
Holding
632
New
631
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 Value ETF
IWD
|
+$6.66M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$6.57M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$5.37M |
| 4 |
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
|
+$3.7M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$2.72M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 4.74% |
| 2 | Healthcare | 4.51% |
| 3 | Financials | 4.31% |
| 4 | Technology | 3.99% |
| 5 | Consumer Staples | 2.91% |
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Paulson Wealth Management's Q4 2017 Portfolio in Review
Q4 2017 is the first quarter with a 13F filing on record for Paulson Wealth Management, which disclosed 632 positions worth $114M. Its ten largest holdings account for 33% of the portfolio.
Its largest position is iShares Russell 1000 Value ETF: 54,993 shares worth $6.84M.
By sector, the portfolio is most concentrated in Industrials at 4.7% of assets, followed by Healthcare and Financials.
- Paulson Wealth Management's largest Q4 2017 buy was iShares Russell 1000 Value ETF: 54,993 shares worth $6.84M.
- Paulson Wealth Management's ten largest holdings make up 33% of its $114M portfolio in Q4 2017.
- Paulson Wealth Management disclosed 632 positions in Q4 2017, its first 13F filing on record.
Based on Paulson Wealth Management's 13F filing for Q4 2017, filed 1 Mar 2018.