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
$293M
AUM Growth
+$67.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.02M
3
+$3.31M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.27M
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.95M

Top Sells

1
+$1.52M
2
+$670K
3
+$265K
4
QQQE icon
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
+$21.4K
5
CMC icon
Commercial Metals
CMC
+$21.1K

Sector Composition

1 Technology 10.14%
2 Healthcare 2.48%
3 Financials 2.27%
4 Consumer Discretionary 1.32%
5 Consumer Staples 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96M 0.67%
+9,510
27
$1.92M 0.65%
85,848
+224
28
$1.71M 0.58%
+15,080
29
$1.7M 0.58%
3,543
+425
30
$1.66M 0.57%
+76,018
31
$1.56M 0.53%
48,762
32
$1.54M 0.53%
10,604
+1,231
33
$1.54M 0.52%
3,198
+816
34
$1.5M 0.51%
+6,797
35
$1.36M 0.46%
7,564
+1,272
36
$1.27M 0.43%
+3,107
37
$1.18M 0.4%
+50,001
38
$1.18M 0.4%
3,808
+921
39
$1.09M 0.37%
6,560
+240
40
$1.07M 0.36%
+7,713
41
$1.06M 0.36%
6,954
+1,631
42
$1.02M 0.35%
7,562
+1,036
43
$991K 0.34%
9,240
+1,120
44
$984K 0.34%
+5,234
45
$895K 0.31%
17,299
+3,641
46
$893K 0.31%
7,740
+1,398
47
$838K 0.29%
+47,016
48
$816K 0.28%
1,515
+250
49
$807K 0.28%
3,398
+1,022
50
$805K 0.28%
19,796
+8,592
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