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
$114M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$6.57M
3
+$5.37M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$3.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.72M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 4.7%
2 Healthcare 4.52%
3 Financials 4.31%
4 Technology 3.99%
5 Consumer Staples 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$22K 0.02%
+393
277
$22K 0.02%
+410
278
$22K 0.02%
+211
279
$22K 0.02%
+1,200
280
$22K 0.02%
+337
281
$21K 0.02%
+230
282
$21K 0.02%
+223
283
$21K 0.02%
+800
284
$21K 0.02%
+1,150
285
$20K 0.02%
+354
286
$20K 0.02%
+305
287
$20K 0.02%
+300
288
$20K 0.02%
+132
289
$20K 0.02%
+1,084
290
$20K 0.02%
+82
291
$20K 0.02%
+310
292
$20K 0.02%
+463
293
$19K 0.02%
+998
294
$19K 0.02%
+247
295
$19K 0.02%
+200
296
$19K 0.02%
+200
297
$19K 0.02%
+4,250
298
$19K 0.02%
+488
299
$18K 0.02%
+167
300
$18K 0.02%
+161
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