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
$312M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$4.38M
3
+$2.68M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.39M
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.1M

Top Sells

1
+$3.87M
2
+$3.87M
3
+$3.81M
4
PFFV icon
Global X Variable Rate Preferred ETF
PFFV
+$1.45M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.44M

Sector Composition

1 Technology 9.8%
2 Financials 2.77%
3 Healthcare 2.36%
4 Consumer Discretionary 1.43%
5 Consumer Staples 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$724K 0.23%
5,182
+780
52
$672K 0.22%
26,953
+2,720
53
$668K 0.21%
27,231
+3,162
54
$667K 0.21%
7,389
+2,132
55
$663K 0.21%
18,835
56
$646K 0.21%
2,179
+566
57
$628K 0.2%
2,701
-212
58
$623K 0.2%
1,069
-35
59
$622K 0.2%
4,229
-64
60
$620K 0.2%
25,925
+2,209
61
$618K 0.2%
1,363
+4
62
$615K 0.2%
4,049
-400
63
$603K 0.19%
25,393
+2,601
64
$602K 0.19%
2,036
-545
65
$580K 0.19%
3,889
-838
66
$572K 0.18%
24,687
-62,480
67
$557K 0.18%
3,281
-800
68
$548K 0.18%
1,901
-1,054
69
$539K 0.17%
1,510
70
$538K 0.17%
1,796
71
$524K 0.17%
11,942
+2,710
72
$489K 0.16%
2,188
-139
73
$488K 0.16%
3,092
74
$485K 0.16%
5,307
-150
75
$469K 0.15%
8,019
+2,186
1 2
3
4 5