PWM

Paulson Wealth Management Portfolio holdings

AUM $423M
1-Year Est. Return 13.53%
This Quarter Est. Return
1 Year Est. Return
+13.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$343M
AUM Growth
+$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$952K
2
+$506K
3
+$484K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$379K
5
BSMS icon
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
+$264K

Top Sells

1
+$1.02M
2
+$579K
3
+$549K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$497K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$405K

Sector Composition

1 Technology 10.13%
2 Financials 2.54%
3 Healthcare 2.34%
4 Consumer Discretionary 1.28%
5 Consumer Staples 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$817K 0.24%
4,229
+180
52
$815K 0.24%
34,694
+6,355
53
$806K 0.24%
16,957
-11
54
$793K 0.23%
6,402
-175
55
$792K 0.23%
33,712
+6,052
56
$754K 0.22%
4,821
-78
57
$734K 0.21%
7,389
58
$721K 0.21%
4,222
59
$715K 0.21%
18,835
60
$707K 0.21%
36,814
-206
61
$701K 0.2%
2,104
+73
62
$685K 0.2%
4,551
-811
63
$630K 0.18%
1,348
-14
64
$628K 0.18%
2,594
+19
65
$615K 0.18%
1,511
66
$596K 0.17%
1,906
-24
67
$594K 0.17%
1,796
68
$578K 0.17%
2,188
69
$561K 0.16%
3,060
70
$544K 0.16%
2,730
+45
71
$511K 0.15%
1,145
72
$506K 0.15%
1,987
-205
73
$506K 0.15%
3,082
74
$506K 0.15%
7,628
+547
75
$503K 0.15%
23,988
1 2
3
4 5