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
$155M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$1.62M
3
+$1.5M
4
BND icon
Vanguard Total Bond Market
BND
+$908K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$768K

Top Sells

1
+$4.03M
2
+$1.14M
3
+$366K
4
ITW icon
Illinois Tool Works
ITW
+$285K
5
CAT icon
Caterpillar
CAT
+$282K

Sector Composition

1 Technology 3.15%
2 Healthcare 2.11%
3 Financials 1.67%
4 Consumer Staples 1.42%
5 Communication Services 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$423K 0.27%
3,582
+2
52
$421K 0.27%
5,325
+295
53
$408K 0.26%
11,719
+149
54
$403K 0.26%
3,731
-398
55
$396K 0.26%
7,279
-416
56
$392K 0.25%
3,335
-2,291
57
$384K 0.25%
1,921
+143
58
$366K 0.24%
3,688
-9
59
$348K 0.22%
7,519
-524
60
$346K 0.22%
7,012
-355
61
$335K 0.22%
2,877
-7
62
$331K 0.21%
8,395
+995
63
$328K 0.21%
2,366
-69
64
$318K 0.21%
4,408
-1,582
65
$299K 0.19%
+1,178
66
$299K 0.19%
3,685
-159
67
$293K 0.19%
16,321
+300
68
$288K 0.19%
1,313
-177
69
$275K 0.18%
1,625
70
$247K 0.16%
6,675
-6,915
71
$244K 0.16%
+1,156
72
$242K 0.16%
3,300
73
$237K 0.15%
6,496
-21
74
$233K 0.15%
1,480
-360
75
$233K 0.15%
5,388
-780
1 2
3
4