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
$134M
AUM Growth
+$2.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$793K
3
+$661K
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$626K
5
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$565K

Top Sells

1
+$975K
2
+$737K
3
+$687K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$553K
5
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$422K

Sector Composition

1 Technology 3.17%
2 Healthcare 2.41%
3 Financials 2.19%
4 Industrials 1.74%
5 Consumer Staples 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$344K 0.26%
5,086
+97
77
$336K 0.25%
32,042
-24,781
78
$334K 0.25%
5,792
-514
79
$327K 0.24%
172
-53
80
$326K 0.24%
6,774
-2,897
81
$311K 0.23%
9,743
-5,293
82
$307K 0.23%
5,962
-2,178
83
$300K 0.22%
10,837
-24,815
84
$292K 0.22%
2,577
-442
85
$285K 0.21%
4,265
-380
86
$280K 0.21%
1,600
-465
87
$276K 0.21%
3,114
-318
88
$267K 0.2%
1,371
89
$258K 0.19%
1,487
-233
90
$252K 0.19%
8,902
-12,100
91
$240K 0.18%
3,357
-550
92
$239K 0.18%
1,122
-551
93
$239K 0.18%
4,877
-297
94
$238K 0.18%
3,493
95
$230K 0.17%
+4,271
96
$226K 0.17%
+8,373
97
$226K 0.17%
18,786
+78
98
$211K 0.16%
4,221
-228
99
$211K 0.16%
6,167
-3,693
100
$207K 0.15%
2,037
+18
1 2 3
4
5