PWM

Paulson Wealth Management Portfolio holdings

AUM $423M
1-Year Est. Return 13.53%
This Quarter Est. Return
1 Year Est. Return
+13.53%
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 +$6.84M
2 +$6.74M
3 +$5.43M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.79M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.76M

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
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+435
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$17K 0.01%
+2,965
306
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307
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308
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+1,262
309
$16K 0.01%
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310
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311
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+129
312
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313
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+240
314
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315
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324
$15K 0.01%
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325
$14K 0.01%
+146