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
301
$18K 0.02%
+194
302
$18K 0.02%
+662
303
$18K 0.02%
+182
304
$18K 0.02%
+435
305
$17K 0.01%
+2,965
306
$17K 0.01%
+95
307
$17K 0.01%
+535
308
$17K 0.01%
+1,262
309
$16K 0.01%
+100
310
$16K 0.01%
+129
311
$16K 0.01%
+411
312
$16K 0.01%
+240
313
$16K 0.01%
+508
314
$16K 0.01%
+748
315
$15K 0.01%
+722
316
$15K 0.01%
+290
317
$15K 0.01%
+1,264
318
$15K 0.01%
+1,894
319
$15K 0.01%
+762
320
$15K 0.01%
+200
321
$15K 0.01%
+332
322
$15K 0.01%
+503
323
$15K 0.01%
+925
324
$15K 0.01%
+304
325
$14K 0.01%
+146
11 12
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