PWM

Paulson Wealth Management Portfolio holdings

AUM $386M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
-$1.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$651K
2
+$320K
3
+$309K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$269K
5
ONEO icon
SPDR Russell 1000 Momentum Focus ETF
ONEO
+$268K

Top Sells

1
+$954K
2
+$605K
3
+$489K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$347K
5
DYLS
WisdomTree Dynamic Long/Short U.S. Equity Fund
DYLS
+$300K

Sector Composition

1 Technology 3.15%
2 Healthcare 2.23%
3 Financials 2.13%
4 Consumer Staples 1.96%
5 Industrials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$208K 0.16%
2,046
+9
102
$206K 0.16%
6,079
-88
103
$205K 0.15%
4,073
-148
104
$200K 0.15%
+3,436
105
$104K 0.08%
32,042
106
$56K 0.04%
12,722
-216
107
$6K ﹤0.01%
15
108
$5K ﹤0.01%
1,117
109
– –
-6,933
110
– –
-4,660
111
– –
-8,902
112
– –
-37,504
113
– –
-10,837
1 2 3 4
5