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
$386M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$3.51M
3
+$1.91M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.65M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.53M

Top Sells

1
+$10.3M
2
+$2.77M
3
+$2.15M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.05M
5
MMIN icon
IQ MacKay Municipal Insured ETF
MMIN
+$1.87M

Sector Composition

1 Technology 8.84%
2 Financials 2.83%
3 Healthcare 1.78%
4 Consumer Discretionary 1.51%
5 Communication Services 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$366K 0.09%
3,640
102
$366K 0.09%
12,643
+809
103
$359K 0.09%
3,239
-76
104
$352K 0.09%
3,200
105
$351K 0.09%
1,118
+56
106
$345K 0.09%
7,971
+257
107
$342K 0.09%
3,494
+241
108
$332K 0.09%
1,621
109
$327K 0.08%
4,710
110
$321K 0.08%
3,980
+69
111
$317K 0.08%
558
-13
112
$311K 0.08%
1,569
+67
113
$306K 0.08%
5,772
+529
114
$304K 0.08%
2,454
+32
115
$294K 0.08%
1,802
-11
116
$291K 0.08%
12,746
117
$283K 0.07%
+9,909
118
$283K 0.07%
2,592
119
$283K 0.07%
7,937
-66
120
$281K 0.07%
4,573
121
$278K 0.07%
2,047
-8
122
$273K 0.07%
11,438
123
$272K 0.07%
3,693
-1,250
124
$272K 0.07%
1,999
+457
125
$254K 0.07%
2,796
2 3 4
5
6