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
576
$1K ﹤0.01%
+40
577
$1K ﹤0.01%
+7
578
$1K ﹤0.01%
+9
579
$1K ﹤0.01%
+27
580
$1K ﹤0.01%
+6
581
$1K ﹤0.01%
+22
582
$1K ﹤0.01%
+64
583
$1K ﹤0.01%
+18
584
$1K ﹤0.01%
+35
585
$1K ﹤0.01%
+7
586
$1K ﹤0.01%
+82
587
$1K ﹤0.01%
+23
588
$1K ﹤0.01%
+15
589
$1K ﹤0.01%
+9
590
$1K ﹤0.01%
+25
591
$1K ﹤0.01%
+45
592
$1K ﹤0.01%
+100
593
$1K ﹤0.01%
+9
594
$1K ﹤0.01%
+36
595
$1K ﹤0.01%
+9
596
$1K ﹤0.01%
+200
597
$1K ﹤0.01%
+31
598
$1K ﹤0.01%
+5
599
$1K ﹤0.01%
+41
600
$1K ﹤0.01%
+20
22 23
24
25 26