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
326
$14K 0.01%
+109
327
$14K 0.01%
+58
328
$14K 0.01%
+200
329
$14K 0.01%
+270
330
$14K 0.01%
+195
331
$14K 0.01%
+215
332
$13K 0.01%
+723
333
$13K 0.01%
+242
334
$13K 0.01%
+300
335
$13K 0.01%
+91
336
$13K 0.01%
+167
337
$13K 0.01%
+189
338
$12K 0.01%
+81
339
$12K 0.01%
+100
340
$12K 0.01%
+537
341
$12K 0.01%
+399
342
$12K 0.01%
+67
343
$12K 0.01%
+223
344
$12K 0.01%
+90
345
$12K 0.01%
+300
346
$11K 0.01%
+296
347
$11K 0.01%
+600
348
$11K 0.01%
+322
349
$11K 0.01%
+120
350
$11K 0.01%
+233
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