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 4.74%
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
451
$5K ﹤0.01%
+165
452
$5K ﹤0.01%
+9
453
$5K ﹤0.01%
+300
454
$5K ﹤0.01%
+146
455
$5K ﹤0.01%
+102
456
$5K ﹤0.01%
+102
457
$5K ﹤0.01%
+88
458
$5K ﹤0.01%
+164
459
$4K ﹤0.01%
+52
460
$4K ﹤0.01%
+57
461
$4K ﹤0.01%
+266
462
$4K ﹤0.01%
+53
463
$4K ﹤0.01%
+75
464
$4K ﹤0.01%
+68
465
$4K ﹤0.01%
+26
466
$4K ﹤0.01%
+76
467
$4K ﹤0.01%
+84
468
$4K ﹤0.01%
+658
469
$4K ﹤0.01%
+247
470
$4K ﹤0.01%
+52
471
$4K ﹤0.01%
+19
472
$4K ﹤0.01%
+689
473
$4K ﹤0.01%
+140
474
$4K ﹤0.01%
+85
475
$4K ﹤0.01%
+47
17 18
19
20 21