PWM

Paulson Wealth Management Portfolio holdings

AUM $386M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
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
26
$1.09M 0.96%
+43,369
27
$1.06M 0.93%
+50,497
28
$1.02M 0.9%
+12,194
29
$972K 0.85%
+15,995
30
$962K 0.84%
+42,345
31
$931K 0.82%
+20,515
32
$911K 0.8%
+4,893
33
$911K 0.8%
+42,811
34
$903K 0.79%
+5,833
35
$901K 0.79%
+17,187
36
$893K 0.78%
+9,229
37
$859K 0.75%
+50,364
38
$846K 0.74%
+16,060
39
$843K 0.74%
+6,036
40
$828K 0.73%
+12,648
41
$786K 0.69%
+12,135
42
$784K 0.69%
+3,983
43
$784K 0.69%
+14,329
44
$768K 0.67%
+7,358
45
$763K 0.67%
+10,560
46
$749K 0.66%
+7,007
47
$743K 0.65%
+3,922
48
$681K 0.6%
+392
49
$677K 0.59%
+8,816
50
$652K 0.57%
+2,637
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