PWM

Paulson Wealth Management Portfolio holdings

AUM $433M
1-Year Est. Return 15.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$3.65M
3
+$3.02M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.68M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.11M

Top Sells

1
+$827K
2
+$742K
3
+$723K
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$675K
5
WTMF icon
WisdomTree Managed Futures Strategy Fund
WTMF
+$541K

Sector Composition

1 Technology 3.02%
2 Healthcare 1.97%
3 Consumer Staples 1.92%
4 Financials 1.45%
5 Communication Services 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-8,056
102
– –
-3,193
1 2 3 4
5