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
$111M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.15M
3
+$917K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$808K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$807K

Top Sells

1
+$405K
2
+$293K
3
+$225K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$214K
5
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$165K

Sector Composition

1 Healthcare 3.87%
2 Technology 3.53%
3 Industrials 3.13%
4 Financials 2.66%
5 Consumer Discretionary 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$409K 0.37%
16,237
+5,321
77
$404K 0.36%
+16,747
78
$398K 0.36%
10,485
-883
79
$389K 0.35%
4,877
+1,247
80
$368K 0.33%
+4,766
81
$356K 0.32%
2,900
82
$347K 0.31%
13,930
+3,383
83
$341K 0.31%
+6,695
84
$331K 0.3%
6,966
-108
85
$328K 0.29%
+13,076
86
$311K 0.28%
12,295
+456
87
$300K 0.27%
4,370
-43
88
$300K 0.27%
2,729
+201
89
$299K 0.27%
7,032
-52
90
$295K 0.26%
11,675
+631
91
$294K 0.26%
5,149
+89
92
$287K 0.26%
1,623
-12
93
$286K 0.26%
4,176
+833
94
$280K 0.25%
5,582
+142
95
$279K 0.25%
6,151
+22
96
$275K 0.25%
11,169
+755
97
$267K 0.24%
2,358
+83
98
$266K 0.24%
5,452
+1,201
99
$259K 0.23%
+3,408
100
$257K 0.23%
3,885
+97
2 3
4
5 6