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
$224M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$4.27M
3
+$4.22M
4
PFFV icon
Global X Variable Rate Preferred ETF
PFFV
+$3.54M
5
MINO icon
PIMCO Municipal Income Opportunities Active ETF
MINO
+$3.43M

Top Sells

1
+$5.46M
2
+$5.44M
3
+$5.3M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$5.13M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.26M

Sector Composition

1 Technology 10.85%
2 Healthcare 2.23%
3 Financials 1.7%
4 Consumer Staples 1.58%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-51,705
102
– –
-4,086
103
– –
-18,699
104
– –
-41,830
1 2 3 4
5