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
$186M
AUM Growth
-$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$6.45M
3
+$5.64M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.83M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.15M

Top Sells

1
+$16.4M
2
+$6.03M
3
+$1.91M
4
MMIN icon
IQ MacKay Municipal Insured ETF
MMIN
+$1.03M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$664K

Sector Composition

1 Technology 9.7%
2 Healthcare 2.9%
3 Financials 1.83%
4 Consumer Staples 1.22%
5 Communication Services 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,305
77
– –
-2,863
78
– –
-3,011
79
– –
-2,481
80
– –
-2,101
81
– –
-4,682
82
– –
0
83
– –
-394,030
84
– –
-7,938
85
– –
-1,215
1 2 3
4