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
$134M
AUM Growth
+$2.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$793K
3
+$661K
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$626K
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$565K

Top Sells

1
+$975K
2
+$737K
3
+$687K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$553K
5
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$422K

Sector Composition

1 Technology 3.17%
2 Healthcare 2.41%
3 Financials 2.19%
4 Industrials 1.74%
5 Consumer Staples 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$207K 0.15%
6,933
102
$207K 0.15%
4,660
-1,198
103
$50K 0.04%
12,938
104
$8K 0.01%
1,117
105
$7K 0.01%
15
106
– –
-11,009
107
– –
-12,347
108
– –
-4,260
109
– –
-6,168
110
– –
-5,224
111
– –
-2,620
112
– –
-2,933
113
– –
-7,088
114
– –
-8,488
115
– –
-83
116
– –
-526
1 2 3 4
5