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
351
$11K 0.01%
+600
352
$11K 0.01%
+322
353
$11K 0.01%
+120
354
$10K 0.01%
+78
355
$10K 0.01%
+500
356
$10K 0.01%
+631
357
$10K 0.01%
+1,244
358
$10K 0.01%
+174
359
$10K 0.01%
+198
360
$10K 0.01%
+260
361
$10K 0.01%
+209
362
$10K 0.01%
+100
363
$10K 0.01%
+434
364
$10K 0.01%
+416
365
$10K 0.01%
+100
366
$10K 0.01%
+181
367
$10K 0.01%
+77
368
$10K 0.01%
+1,649
369
$10K 0.01%
+600
370
$10K 0.01%
+61
371
$9K 0.01%
+300
372
$9K 0.01%
+106
373
$9K 0.01%
+66
374
$9K 0.01%
+214
375
$9K 0.01%
+520
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