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
$121M
AUM Growth
+$9.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$7.48M
2
+$6.2M
3
+$3.27M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.13M
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$2.1M

Top Sells

1
+$4.09M
2
+$3.18M
3
+$1.33M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.23M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.13M

Sector Composition

1 Healthcare 3.2%
2 Technology 3.16%
3 Financials 2.42%
4 Industrials 2.06%
5 Consumer Staples 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-4,724
140
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