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
$142M
AUM Growth
+$8.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$2.27M
3
+$1.53M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.07M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$977K

Top Sells

1
+$3.38M
2
+$940K
3
+$912K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$547K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$432K

Sector Composition

1 Technology 3.31%
2 Financials 2.4%
3 Consumer Staples 1.93%
4 Healthcare 1.82%
5 Industrials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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