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
$433M
AUM Growth
+$9.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$3.01M
3
+$2.37M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.94M
5
NBSD
Neuberger Short Duration Income ETF
NBSD
+$1.38M

Top Sells

1
+$3.59M
2
+$2.24M
3
+$1.27M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$821K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$742K

Sector Composition

1 Technology 8.9%
2 Financials 2.62%
3 Healthcare 1.79%
4 Consumer Discretionary 1.33%
5 Communication Services 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LAZ icon
26
Lazard
LAZ
$4.62B
$2.37M 0.55%
48,762
DIA icon
27
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$43.9B
$1.83M 0.42%
3,807
+41
BIL icon
28
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43.2B
$1.83M 0.42%
19,982
-5,477
VTI icon
29
Vanguard Total Stock Market ETF
VTI
$581B
$1.82M 0.42%
5,435
+99
AVGO icon
30
Broadcom
AVGO
$1.51T
$1.7M 0.39%
4,924
-345
NVDA icon
31
NVIDIA
NVDA
$4.45T
$1.68M 0.39%
9,015
+188
GOOGL icon
32
Alphabet (Google) Class A
GOOGL
$3.67T
$1.58M 0.37%
5,052
-2,873
JNJ icon
33
Johnson & Johnson
JNJ
$595B
$1.46M 0.34%
7,050
-347
BSMR icon
34
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
$321M
$1.41M 0.33%
59,676
+2,739
GOOG icon
35
Alphabet (Google) Class C
GOOG
$3.67T
$1.41M 0.33%
4,496
-2,590
BSMQ icon
36
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$296M
$1.37M 0.32%
57,845
+2,635
VB icon
37
Vanguard Small-Cap ETF
VB
$73.4B
$1.36M 0.31%
5,268
-766
V icon
38
Visa
V
$616B
$1.36M 0.31%
3,872
-28
SPTM icon
39
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$12B
$1.19M 0.27%
14,391
-771
LLY icon
40
Eli Lilly
LLY
$896B
$1.19M 0.27%
1,103
ABBV icon
41
AbbVie
ABBV
$414B
$1.17M 0.27%
5,128
-401
IWV icon
42
iShares Russell 3000 ETF
IWV
$18.5B
$1.14M 0.26%
2,938
-44
AMZN icon
43
Amazon
AMZN
$2.33T
$1.1M 0.25%
4,760
COST icon
44
Costco
COST
$447B
$1.09M 0.25%
1,266
-192
SCHA icon
45
Schwab U.S Small- Cap ETF
SCHA
$20.7B
$1.06M 0.24%
37,167
-2,720
QQQE icon
46
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.18B
$1.04M 0.24%
10,186
-738
TXN icon
47
Texas Instruments
TXN
$184B
$1.03M 0.24%
5,944
-177
AMGN icon
48
Amgen
AMGN
$204B
$1.01M 0.23%
3,095
+37
CSCO icon
49
Cisco
CSCO
$319B
$1.01M 0.23%
13,125
-376
HD icon
50
Home Depot
HD
$365B
$1.01M 0.23%
2,931
-125
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