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
$190M
AUM Growth
-$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$601K
3
+$540K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$396K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$201K

Top Sells

1
+$445K
2
+$296K
3
+$277K
4
TGT icon
Target
TGT
+$262K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$235K

Sector Composition

1 Technology 9.26%
2 Healthcare 2.65%
3 Financials 1.57%
4 Consumer Staples 1.53%
5 Consumer Discretionary 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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79
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80
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83
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84
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-1,236
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4