PWM
Paulson Wealth Management Portfolio holdings
AUM
$386M
This Quarter Return
+9.26%
1 Year Return
+12.12%
3 Year Return
+47.14%
5 Year Return
+65.05%
10 Year Return
–
AUM
$132M
AUM Growth
+$132M
(+8.8%)
Cap. Flow
+$4.8M
Cap. Flow
% of AUM
3.64%
Top 10 Holdings %
Top 10 Hldgs %
51.63%
Holding
120
New
5
Increased
50
Reduced
48
Closed
5
Top Buys
| 1 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$1.8M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$1.77M |
| 3 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$1.77M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$1.42M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$1.32M |
Top Sells
Sector Composition
| 1 | Technology | 2.97% |
| 2 | Healthcare | 2.72% |
| 3 | Industrials | 2.64% |
| 4 | Financials | 2.15% |
| 5 | Consumer Staples | 1.75% |
