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
501
$4K ﹤0.01%
+76
502
$4K ﹤0.01%
+84
503
$3K ﹤0.01%
+30
504
$3K ﹤0.01%
+36
505
$3K ﹤0.01%
+36
506
$3K ﹤0.01%
+159
507
$3K ﹤0.01%
+1
508
$3K ﹤0.01%
+62
509
$3K ﹤0.01%
+147
510
$3K ﹤0.01%
+12
511
$3K ﹤0.01%
+100
512
$3K ﹤0.01%
+172
513
$3K ﹤0.01%
+80
514
$3K ﹤0.01%
+93
515
$3K ﹤0.01%
+44
516
$3K ﹤0.01%
+62
517
$3K ﹤0.01%
+157
518
$3K ﹤0.01%
+74
519
$3K ﹤0.01%
+50
520
$3K ﹤0.01%
+50
521
$3K ﹤0.01%
+52
522
$3K ﹤0.01%
+111
523
$3K ﹤0.01%
+75
524
$3K ﹤0.01%
+165
525
$3K ﹤0.01%
+146
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