PWM
Paulson Wealth Management Portfolio holdings
AUM
$386M
This Quarter Return
+5.34%
1 Year Return
+12.12%
3 Year Return
+47.14%
5 Year Return
+65.05%
10 Year Return
–
AUM
$207M
AUM Growth
+$207M
(+2.7%)
Cap. Flow
+$1.9M
Cap. Flow
% of AUM
0.92%
Top 10 Holdings %
Top 10 Hldgs %
69.75%
Holding
90
New
4
Increased
32
Reduced
28
Closed
1
Top Buys
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$687K |
| 2 |
Apple
AAPL
|
$323K |
| 3 |
iShares Russell 2000 ETF
IWM
|
$311K |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$293K |
| 5 |
Alphabet (Google) Class C
GOOG
|
$243K |
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
$533K |
| 2 |
Skywest
SKYW
|
$219K |
| 3 |
IQ MacKay Municipal Insured ETF
MMIN
|
$158K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$123K |
| 5 |
IBMJ
iShares iBonds Dec 2021 Term Muni Bond ETF
IBMJ
|
$120K |
Sector Composition
| 1 | Technology | 10.12% |
| 2 | Healthcare | 2.05% |
| 3 | Financials | 1.95% |
| 4 | Consumer Staples | 1.79% |
| 5 | Communication Services | 1.09% |
