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
$293M
AUM Growth
+$67.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.02M
3
+$3.31M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.27M
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.95M

Top Sells

1
+$1.52M
2
+$670K
3
+$265K
4
QQQE icon
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
+$21.4K
5
CMC icon
Commercial Metals
CMC
+$21.1K

Sector Composition

1 Technology 10.14%
2 Healthcare 2.48%
3 Financials 2.27%
4 Consumer Discretionary 1.32%
5 Consumer Staples 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$762K 0.26%
8,790
+2,500
52
$726K 0.25%
17,150
+8,050
53
$650K 0.22%
2,954
-18
54
$627K 0.21%
3,383
+708
55
$619K 0.21%
24,698
+2,062
56
$616K 0.21%
18,835
57
$614K 0.21%
3,899
+596
58
$606K 0.21%
1,317
+214
59
$606K 0.21%
24,447
+1,686
60
$589K 0.2%
4,365
61
$581K 0.2%
23,868
+2,175
62
$577K 0.2%
+4,429
63
$563K 0.19%
23,847
+1,674
64
$548K 0.19%
4,582
+677
65
$542K 0.18%
23,036
+1,512
66
$528K 0.18%
+1,548
67
$521K 0.18%
2,118
+473
68
$506K 0.17%
2,443
69
$504K 0.17%
1,796
+1
70
$497K 0.17%
13,545
+2,685
71
$475K 0.16%
3,176
-69
72
$468K 0.16%
1,569
+545
73
$467K 0.16%
3,860
+1,760
74
$463K 0.16%
+26,895
75
$455K 0.16%
5,432
+1,269
1 2
3
4 5