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 4.74%
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
526
$3K ﹤0.01%
+146
527
$3K ﹤0.01%
+46
528
$3K ﹤0.01%
+44
529
$3K ﹤0.01%
+68
530
$3K ﹤0.01%
+135
531
$3K ﹤0.01%
+53
532
$3K ﹤0.01%
+38
533
$3K ﹤0.01%
+90
534
$3K ﹤0.01%
+24
535
$3K ﹤0.01%
+200
536
$2K ﹤0.01%
+92
537
$2K ﹤0.01%
+26
538
$2K ﹤0.01%
+26
539
$2K ﹤0.01%
+100
540
$2K ﹤0.01%
+75
541
$2K ﹤0.01%
+44
542
$2K ﹤0.01%
+41
543
$2K ﹤0.01%
+77
544
$2K ﹤0.01%
+80
545
$2K ﹤0.01%
+118
546
$2K ﹤0.01%
+44
547
$2K ﹤0.01%
+76
548
$2K ﹤0.01%
+10
549
$2K ﹤0.01%
+102
550
$2K ﹤0.01%
+78
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