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
$343M
AUM Growth
+$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$952K
2
+$506K
3
+$484K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$379K
5
BSMS icon
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
+$264K

Top Sells

1
+$1.02M
2
+$579K
3
+$549K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$497K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$405K

Sector Composition

1 Technology 10.13%
2 Financials 2.54%
3 Healthcare 2.34%
4 Consumer Discretionary 1.28%
5 Consumer Staples 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.01M 0.59%
9,920
-80
27
$1.97M 0.57%
7,356
-327
28
$1.93M 0.56%
80,267
+953
29
$1.86M 0.54%
48,762
30
$1.83M 0.54%
3,601
-18
31
$1.77M 0.52%
68,295
-15,618
32
$1.74M 0.51%
7,594
-995
33
$1.46M 0.43%
4,248
+77
34
$1.46M 0.42%
7,481
-774
35
$1.42M 0.41%
2,833
-4
36
$1.36M 0.4%
57,248
-10,770
37
$1.31M 0.38%
8,150
-170
38
$1.28M 0.37%
49,155
-1,452
39
$1.25M 0.36%
1,470
+28
40
$1.22M 0.36%
7,094
-232
41
$1.16M 0.34%
4,410
-115
42
$956K 0.28%
7,900
-624
43
$950K 0.28%
1,049
44
$927K 0.27%
8,049
-53
45
$925K 0.27%
7,489
+259
46
$918K 0.27%
5,039
47
$905K 0.26%
6,189
-16
48
$897K 0.26%
5,442
-309
49
$858K 0.25%
34,560
+5,811
50
$845K 0.25%
34,783
+5,790
1
2
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