PWM

Paulson Wealth Management Portfolio holdings

AUM $386M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$9.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$7.48M
2
+$6.2M
3
+$3.27M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.13M
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$2.1M

Top Sells

1
+$4.09M
2
+$3.18M
3
+$1.33M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.23M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.13M

Sector Composition

1 Healthcare 3.2%
2 Technology 3.16%
3 Financials 2.42%
4 Industrials 2.06%
5 Consumer Staples 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$348K 0.29%
1,884
+261
77
$346K 0.29%
3,076
+718
78
$338K 0.28%
2,900
79
$328K 0.27%
+9,682
80
$327K 0.27%
2,336
-1,152
81
$326K 0.27%
7,280
+1,129
82
$326K 0.27%
1,838
-1,309
83
$311K 0.26%
5,729
+1,844
84
$309K 0.26%
4,946
-4,433
85
$308K 0.25%
6,377
+1,424
86
$307K 0.25%
7,658
+1,672
87
$306K 0.25%
+6,414
88
$297K 0.25%
4,709
+1,004
89
$295K 0.24%
3,263
+794
90
$291K 0.24%
8,952
+1,926
91
$286K 0.24%
+2,441
92
$279K 0.23%
+8,804
93
$271K 0.22%
969
+250
94
$263K 0.22%
+4,573
95
$255K 0.21%
13,065
-6,755
96
$251K 0.21%
3,401
-7
97
$250K 0.21%
3,503
-673
98
$244K 0.2%
6,715
-3,770
99
$244K 0.2%
+1,571
100
$239K 0.2%
4,961
-2,005
2 3
4
5 6