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
$114M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$6.57M
3
+$5.37M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$3.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.72M

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
476
$4K ﹤0.01%
+49
477
$4K ﹤0.01%
+34
478
$4K ﹤0.01%
+629
479
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+188
480
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+12
481
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+190
482
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+760
483
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+106
484
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485
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+100
486
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487
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488
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489
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490
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491
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492
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493
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494
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+123
495
$4K ﹤0.01%
+57
496
$4K ﹤0.01%
+266
497
$4K ﹤0.01%
+53
498
$4K ﹤0.01%
+75
499
$4K ﹤0.01%
+68
500
$4K ﹤0.01%
+26
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