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
551
$2K ﹤0.01%
+74
552
$2K ﹤0.01%
+12
553
$2K ﹤0.01%
+33
554
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555
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+84
556
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+200
557
$2K ﹤0.01%
+61
558
$2K ﹤0.01%
+212
559
$2K ﹤0.01%
+59
560
$2K ﹤0.01%
+63
561
$2K ﹤0.01%
+41
562
$2K ﹤0.01%
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563
$2K ﹤0.01%
+159
564
$2K ﹤0.01%
+1
565
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+33
566
$2K ﹤0.01%
+68
567
$2K ﹤0.01%
+51
568
$1K ﹤0.01%
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569
$1K ﹤0.01%
+53
570
$1K ﹤0.01%
+17
571
$1K ﹤0.01%
+18
572
$1K ﹤0.01%
+22
573
$1K ﹤0.01%
+9
574
$1K ﹤0.01%
+88
575
$1K ﹤0.01%
+11
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