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
$143M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.01M
3
+$469K
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$467K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$425K

Top Sells

1
+$2.38M
2
+$1.11M
3
+$534K
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$282K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$260K

Sector Composition

1 Technology 3.34%
2 Healthcare 2.05%
3 Financials 1.55%
4 Consumer Staples 1.19%
5 Industrials 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$234K 0.16%
3,300
-2,560
77
$228K 0.16%
+2,961
78
$218K 0.15%
6,517
-877
79
$218K 0.15%
+3,844
80
$216K 0.15%
+10,332
81
$174K 0.12%
16,021
82
$63K 0.04%
+2,666
83
$46K 0.03%
+19,919
84
– –
-3,061
85
– –
-3,516
86
– –
-7,620
87
– –
-7,202
88
– –
-9,195
89
– –
-5,334
1 2 3
4