PWM

Paulson Wealth Management Portfolio holdings

AUM $433M
1-Year Est. Return 15.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$386M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$3.51M
3
+$1.91M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.65M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.53M

Top Sells

1
+$10.3M
2
+$2.77M
3
+$2.15M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.05M
5
MMIN icon
IQ MacKay Municipal Insured ETF
MMIN
+$1.87M

Sector Composition

1 Technology 8.84%
2 Financials 2.83%
3 Healthcare 1.78%
4 Consumer Discretionary 1.51%
5 Communication Services 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$571K 0.15%
1,954
+56
77
$569K 0.15%
6,381
+125
78
$549K 0.14%
1,131
79
$518K 0.13%
1,900
-2
80
$513K 0.13%
1,008
-10
81
$504K 0.13%
1,635
82
$487K 0.13%
5,180
+57
83
$484K 0.13%
+3,221
84
$479K 0.12%
6,773
+149
85
$475K 0.12%
4,827
-461
86
$475K 0.12%
3,314
+155
87
$472K 0.12%
7,616
88
$470K 0.12%
1,593
-17
89
$446K 0.12%
10,643
+107
90
$439K 0.11%
3,323
+223
91
$428K 0.11%
2,714
92
$426K 0.11%
1,954
+25
93
$424K 0.11%
9,380
+469
94
$413K 0.11%
3,262
-4
95
$410K 0.11%
2,496
-250
96
$401K 0.1%
17,648
-951
97
$388K 0.1%
726
+53
98
$383K 0.1%
2,874
99
$373K 0.1%
2,452
100
$371K 0.1%
13,214
-1,555
2 3
4
5 6