PWM

Paulson Wealth Management Portfolio holdings

AUM $386M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
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 +$6.84M
2 +$6.74M
3 +$5.43M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.79M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.76M

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
626
$0 ﹤0.01%
+45
627
$0 ﹤0.01%
+8
628
$0 ﹤0.01%
+2
629
$0 ﹤0.01%
+25
630
$0 ﹤0.01%
+4
631
$0 ﹤0.01%
+7