PWM
Paulson Wealth Management Portfolio holdings
AUM
$386M
This Quarter Return
-3.49%
1 Year Return
+12.12%
3 Year Return
+47.14%
5 Year Return
+65.05%
10 Year Return
–
AUM
$286M
AUM Growth
+$286M
(-2.3%)
Cap. Flow
+$4.49M
Cap. Flow
% of AUM
1.57%
Top 10 Holdings %
Top 10 Hldgs %
60.39%
Holding
131
New
3
Increased
57
Reduced
53
Closed
2
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 9.57% |
| 2 | Healthcare | 2.76% |
| 3 | Financials | 2.59% |
| 4 | Consumer Discretionary | 1.28% |
| 5 | Consumer Staples | 1.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Tesla
TSLA
$1.08T
| $203K | 0.07% |
812
+1
| +0.1% | +$250 |
|
|
BSCN
127
DELISTED
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
| $202K | 0.07% |
9,511
-844
| -8% | -$17.9K |
|
128
Genworth Financial
GNW
$3.52B
| $153K | 0.05% |
26,029
+4,972
| +24% | +$29.1K |
|
129
SunCoke Energy
SXC
$654M
| $146K | 0.05% |
14,387
+2,172
| +18% | +$22K |
|
130
Dick's Sporting Goods
DKS
$17B
| – | – |
-1,850
| Closed | -$245K |
|
|
WBA
131
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-7,869
| Closed | -$224K |
|