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
$133M
AUM Growth
-$1.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$651K
2
+$320K
3
+$309K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$269K
5
ONEO icon
SPDR Russell 1000 Momentum Focus ETF
ONEO
+$268K

Top Sells

1
+$954K
2
+$605K
3
+$489K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$347K
5
DYLS
WisdomTree Dynamic Long/Short U.S. Equity Fund
DYLS
+$300K

Sector Composition

1 Technology 3.15%
2 Healthcare 2.23%
3 Financials 2.13%
4 Consumer Staples 1.96%
5 Industrials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$321K 0.24%
6,776
+2
77
$317K 0.24%
9,285
+840
78
$314K 0.24%
9,834
+91
79
$308K 0.23%
4,226
-841
80
$306K 0.23%
5,962
81
$296K 0.22%
10,815
+2,442
82
$281K 0.21%
143
-29
83
$269K 0.2%
+9,161
84
$268K 0.2%
+3,641
85
$267K 0.2%
5,408
-384
86
$258K 0.19%
3,853
-412
87
$254K 0.19%
+3,110
88
$244K 0.18%
1,271
-100
89
$243K 0.18%
2,905
-209
90
$240K 0.18%
+2,248
91
$239K 0.18%
4,872
-5
92
$230K 0.17%
1,359
-241
93
$230K 0.17%
19,452
+666
94
$228K 0.17%
1,410
-77
95
$228K 0.17%
+10,590
96
$227K 0.17%
3,216
-141
97
$226K 0.17%
3,493
98
$221K 0.17%
12,129
-11,568
99
$216K 0.16%
930
-192
100
$209K 0.16%
+6,955
1 2 3
4
5