PWM
Paulson Wealth Management Portfolio holdings
AUM
$386M
This Quarter Return
+9.71%
1 Year Return
+12.12%
3 Year Return
+47.14%
5 Year Return
+65.05%
10 Year Return
–
AUM
$312M
AUM Growth
+$312M
(+9.1%)
Cap. Flow
-$274K
Cap. Flow
% of AUM
-0.09%
Top 10 Holdings %
Top 10 Hldgs %
60.01%
Holding
141
New
12
Increased
40
Reduced
63
Closed
7
Top Buys
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$5.53M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$4.38M |
| 3 |
American Century Quality Preferred ETF
QPFF
|
$2.68M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.39M |
| 5 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$1.1M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$3.87M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$3.87M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$3.81M |
| 4 |
Global X Variable Rate Preferred ETF
PFFV
|
$1.45M |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$1.44M |
Sector Composition
| 1 | Technology | 9.8% |
| 2 | Financials | 2.77% |
| 3 | Healthcare | 2.36% |
| 4 | Consumer Discretionary | 1.43% |
| 5 | Consumer Staples | 1.16% |
