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 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
376
$9K 0.01%
+140
377
$9K 0.01%
+299
378
$9K 0.01%
+159
379
$9K 0.01%
+500
380
$9K 0.01%
+556
381
$9K 0.01%
+151
382
$9K 0.01%
+217
383
$9K 0.01%
+1,025
384
$9K 0.01%
+343
385
$9K 0.01%
+204
386
$9K 0.01%
+1
387
$8K 0.01%
+103
388
$8K 0.01%
+258
389
$8K 0.01%
+161
390
$8K 0.01%
+141
391
$8K 0.01%
+456
392
$8K 0.01%
+48
393
$8K 0.01%
+981
394
$8K 0.01%
+60
395
$7K 0.01%
+412
396
$7K 0.01%
+115
397
$7K 0.01%
+30
398
$7K 0.01%
+148
399
$7K 0.01%
+108
400
$7K 0.01%
+171