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
$100M
AUM Growth
-$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.78M
3
+$1.76M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$719K
5
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$641K

Top Sells

1
+$2.56M
2
+$1.34M
3
+$637K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$531K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$442K

Sector Composition

1 Technology 3.81%
2 Healthcare 3.64%
3 Industrials 3.47%
4 Consumer Discretionary 2.11%
5 Consumer Staples 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$227K 0.23%
1,902
-99
102
$221K 0.22%
675
+37
103
$215K 0.21%
3,935
+503
104
$214K 0.21%
3,871
+221
105
$210K 0.21%
2,651
+97
106
$206K 0.21%
6,936
+252
107
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-88
108
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-2
109
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110
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111
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112
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113
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115
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119
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120
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6 7