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
601
$1K ﹤0.01%
+5
602
$1K ﹤0.01%
+21
603
$0 ﹤0.01%
+5
604
$0 ﹤0.01%
+6
605
$0 ﹤0.01%
+1
606
$0 ﹤0.01%
+20
607
$0 ﹤0.01%
+21
608
$0 ﹤0.01%
+2
609
$0 ﹤0.01%
+1
610
$0 ﹤0.01%
+4
611
$0 ﹤0.01%
+18
612
$0 ﹤0.01%
+1
613
$0 ﹤0.01%
+17
614
$0 ﹤0.01%
+4
615
$0 ﹤0.01%
+22
616
$0 ﹤0.01%
+13
617
$0 ﹤0.01%
+17
618
$0 ﹤0.01%
+12
619
$0 ﹤0.01%
+15
620
$0 ﹤0.01%
+11
621
– –
0
622
$0 ﹤0.01%
+9
623
$0 ﹤0.01%
+7
624
$0 ﹤0.01%
+35
625
$0 ﹤0.01%
+11
22 23 24
25
26