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
$130M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.61M
3
+$2.55M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.12M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.82M

Top Sells

1
+$751K
2
+$723K
3
+$684K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$629K
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
– –
-3,193
102
– –
-1,400
1 2 3 4
5