PWM
Paulson Wealth Management Portfolio holdings
AUM
$386M
This Quarter Return
+1.02%
1 Year Return
+12.12%
3 Year Return
+47.14%
5 Year Return
+65.05%
10 Year Return
–
AUM
$101M
AUM Growth
+$101M
(+0.79%)
Cap. Flow
+$637K
Cap. Flow
% of AUM
0.63%
Top 10 Holdings %
Top 10 Hldgs %
38.44%
Holding
120
New
12
Increased
17
Reduced
75
Closed
6
Top Buys
| 1 |
Lazard
LAZ
|
$2.39M |
| 2 |
Old Dominion Freight Line
ODFL
|
$654K |
| 3 |
SPDR S&P 400 Mid Cap Value ETF
MDYV
|
$604K |
| 4 |
Valero Energy
VLO
|
$535K |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$477K |
Top Sells
| 1 |
Invesco Zacks Mid-Cap ETF
CZA
|
$579K |
| 2 |
Cummins
CMI
|
$536K |
| 3 |
CELG
Celgene Corp
CELG
|
$431K |
| 4 |
WBA
Walgreens Boots Alliance
WBA
|
$312K |
| 5 |
Wintrust Financial
WTFC
|
$293K |
Sector Composition
| 1 | Technology | 3.67% |
| 2 | Industrials | 3.38% |
| 3 | Financials | 2.98% |
| 4 | Healthcare | 2.9% |
| 5 | Consumer Discretionary | 1.99% |
