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
$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
501
$4K ﹤0.01%
+247
502
$4K ﹤0.01%
+100
503
$3K ﹤0.01%
+334
504
$3K ﹤0.01%
+30
505
$3K ﹤0.01%
+36
506
$3K ﹤0.01%
+62
507
$3K ﹤0.01%
+147
508
$3K ﹤0.01%
+12
509
$3K ﹤0.01%
+100
510
$3K ﹤0.01%
+50
511
$3K ﹤0.01%
+50
512
$3K ﹤0.01%
+52
513
$3K ﹤0.01%
+111
514
$3K ﹤0.01%
+75
515
$3K ﹤0.01%
+165
516
$3K ﹤0.01%
+172
517
$3K ﹤0.01%
+80
518
$3K ﹤0.01%
+93
519
$3K ﹤0.01%
+44
520
$3K ﹤0.01%
+62
521
$3K ﹤0.01%
+157
522
$3K ﹤0.01%
+74
523
$3K ﹤0.01%
+146
524
$3K ﹤0.01%
+53
525
$3K ﹤0.01%
+38
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