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
51
$637K 0.56%
+16,795
52
$637K 0.56%
+24,900
53
$637K 0.56%
+25,597
54
$630K 0.55%
+3,569
55
$629K 0.55%
+4,277
56
$578K 0.51%
+4,291
57
$540K 0.47%
+5,171
58
$507K 0.45%
+2,302
59
$492K 0.43%
+25,720
60
$491K 0.43%
+8,609
61
$487K 0.43%
+14,154
62
$464K 0.41%
+5,688
63
$463K 0.41%
+11,689
64
$457K 0.4%
+9,343
65
$440K 0.39%
+9,178
66
$415K 0.36%
+13,378
67
$391K 0.34%
+5,390
68
$374K 0.33%
+15,359
69
$372K 0.33%
+7,734
70
$365K 0.32%
+3,294
71
$363K 0.32%
+3,316
72
$356K 0.31%
+4,165
73
$356K 0.31%
+3,000
74
$321K 0.28%
+10,918
75
$315K 0.28%
+2,000
1 2
3
4 5