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
426
$5K ﹤0.01%
+35
427
$5K ﹤0.01%
+500
428
$5K ﹤0.01%
+562
429
$5K ﹤0.01%
+33
430
$5K ﹤0.01%
+113
431
$5K ﹤0.01%
+48
432
$5K ﹤0.01%
+73
433
$5K ﹤0.01%
+36
434
$5K ﹤0.01%
+54
435
$5K ﹤0.01%
+36
436
$5K ﹤0.01%
+996
437
$5K ﹤0.01%
+237
438
$5K ﹤0.01%
+97
439
$5K ﹤0.01%
+396
440
$5K ﹤0.01%
+124
441
$5K ﹤0.01%
+165
442
$5K ﹤0.01%
+9
443
$5K ﹤0.01%
+300
444
$5K ﹤0.01%
+146
445
$5K ﹤0.01%
+102
446
$5K ﹤0.01%
+102
447
$5K ﹤0.01%
+88
448
$5K ﹤0.01%
+70
449
$5K ﹤0.01%
+101
450
$5K ﹤0.01%
+109