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
$111M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.15M
3
+$955K
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$867K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$846K

Top Sells

1
+$405K
2
+$293K
3
+$225K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$214K
5
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$165K

Sector Composition

1 Healthcare 3.87%
2 Technology 3.53%
3 Industrials 3.13%
4 Financials 2.66%
5 Consumer Discretionary 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-2,688
127
– –
-1,858
128
– –
-11,513
2 3 4 5
6