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
$374M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.9M
3
+$2.54M
4
MINO icon
PIMCO Municipal Income Opportunities Active ETF
MINO
+$1.8M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.65M

Top Sells

1
+$1.08M
2
+$1.04M
3
+$898K
4
VB icon
Vanguard Small-Cap ETF
VB
+$559K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$553K

Sector Composition

1 Technology 9.88%
2 Financials 2.72%
3 Healthcare 2.18%
4 Consumer Discretionary 1.51%
5 Consumer Staples 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$896K 0.24%
16,831
-126
52
$824K 0.22%
2,107
+3
53
$794K 0.21%
4,786
-253
54
$790K 0.21%
1,351
+3
55
$781K 0.21%
4,191
-38
56
$757K 0.2%
4,222
57
$720K 0.19%
7,481
+92
58
$718K 0.19%
6,323
-79
59
$712K 0.19%
4,834
+13
60
$664K 0.18%
4,916
-2,984
61
$658K 0.18%
16,185
-2,650
62
$636K 0.17%
2,412
-182
63
$623K 0.17%
1,799
+3
64
$611K 0.16%
2,007
+20
65
$611K 0.16%
3,408
+326
66
$608K 0.16%
1,888
-18
67
$606K 0.16%
2,188
68
$592K 0.16%
1,145
69
$560K 0.15%
6,209
+2,025
70
$555K 0.15%
2,004
+16
71
$552K 0.15%
964
+22
72
$539K 0.14%
3,212
-1,339
73
$534K 0.14%
7,628
74
$534K 0.14%
1,161
-350
75
$529K 0.14%
6,258
-770
1 2
3
4 5