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
$225M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$903K
3
+$638K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$573K
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$436K

Top Sells

1
+$290K
2
+$226K
3
+$225K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$74.8K
5
AAPL icon
Apple
AAPL
+$47.3K

Sector Composition

1 Technology 9.78%
2 Healthcare 2.72%
3 Financials 1.62%
4 Consumer Staples 1.1%
5 Consumer Discretionary 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$268K 0.12%
1,772
77
$266K 0.12%
5,418
78
$265K 0.12%
1,918
-21
79
$264K 0.12%
+3,571
80
$262K 0.12%
1,175
81
$253K 0.11%
+9,100
82
$245K 0.11%
5,001
-18
83
$242K 0.11%
+754
84
$239K 0.11%
1,946
85
$238K 0.11%
2,728
86
$237K 0.11%
3,883
+204
87
$228K 0.1%
+1,005
88
$224K 0.1%
+2,412
89
$223K 0.1%
+2,682
90
$222K 0.1%
10,540
-525
91
$218K 0.1%
+2,100
92
$211K 0.09%
2,084
+136
93
$206K 0.09%
+721
94
– –
-957
1 2 3
4