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
401
$7K 0.01%
+103
402
$7K 0.01%
+208
403
$7K 0.01%
+395
404
$7K 0.01%
+35
405
$7K 0.01%
+66
406
$7K 0.01%
+200
407
$7K 0.01%
+260
408
$7K 0.01%
+9
409
$7K 0.01%
+35
410
$6K 0.01%
+57
411
$6K 0.01%
+56
412
$6K 0.01%
+283
413
$6K 0.01%
+240
414
$6K 0.01%
+50
415
$6K 0.01%
+200
416
$6K 0.01%
+149
417
$6K 0.01%
+119
418
$6K 0.01%
+50
419
$6K 0.01%
+90
420
$6K 0.01%
+69
421
$6K 0.01%
+600
422
$6K 0.01%
+215
423
$5K ﹤0.01%
+109
424
$5K ﹤0.01%
+42
425
$5K ﹤0.01%
+74