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
$423M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$1.67M
3
+$1.47M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.44M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.44M

Top Sells

1
+$4.62M
2
+$1.22M
3
+$761K
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$684K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$472K

Sector Composition

1 Technology 9.03%
2 Financials 2.65%
3 Healthcare 1.73%
4 Consumer Discretionary 1.51%
5 Communication Services 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHM icon
26
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.5B
$2.09M 0.5%
43,426
-2,384
GOOGL icon
27
Alphabet (Google) Class A
GOOGL
$3.84T
$1.93M 0.46%
7,925
+198
VTI icon
28
Vanguard Total Stock Market ETF
VTI
$564B
$1.75M 0.41%
5,336
-2
DIA icon
29
SPDR Dow Jones Industrial Average ETF Trust
DIA
$41.7B
$1.75M 0.41%
3,766
-109
AVGO icon
30
Broadcom
AVGO
$1.78T
$1.74M 0.41%
5,269
-1,109
GOOG icon
31
Alphabet (Google) Class C
GOOG
$3.85T
$1.73M 0.41%
7,086
NVDA icon
32
NVIDIA
NVDA
$4.39T
$1.65M 0.39%
8,827
+115
VB icon
33
Vanguard Small-Cap ETF
VB
$69.1B
$1.53M 0.36%
6,034
-211
JNJ icon
34
Johnson & Johnson
JNJ
$496B
$1.37M 0.32%
7,397
-102
COST icon
35
Costco
COST
$407B
$1.35M 0.32%
1,458
+2
BSMR icon
36
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
$296M
$1.35M 0.32%
56,937
+15,481
V icon
37
Visa
V
$638B
$1.33M 0.31%
3,900
-163
BSMQ icon
38
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$300M
$1.3M 0.31%
55,210
+15,106
ABBV icon
39
AbbVie
ABBV
$402B
$1.28M 0.3%
5,529
-355
BSMP icon
40
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
$189M
$1.27M 0.3%
51,825
+10,607
HD icon
41
Home Depot
HD
$357B
$1.24M 0.29%
3,056
-190
SPTM icon
42
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.8B
$1.22M 0.29%
15,162
-44
IWV icon
43
iShares Russell 3000 ETF
IWV
$18.2B
$1.13M 0.27%
2,982
TXN icon
44
Texas Instruments
TXN
$163B
$1.12M 0.27%
6,121
-283
SCHA icon
45
Schwab U.S Small- Cap ETF
SCHA
$19.2B
$1.11M 0.26%
39,887
-3,215
QQQE icon
46
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.26B
$1.11M 0.26%
10,924
+6,097
LOW icon
47
Lowe's Companies
LOW
$138B
$1.11M 0.26%
4,408
-110
AMZN icon
48
Amazon
AMZN
$2.48T
$1.05M 0.25%
4,760
+111
CSCO icon
49
Cisco
CSCO
$306B
$924K 0.22%
13,501
-86
BSMS icon
50
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$237M
$900K 0.21%
38,440
+12,136
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