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
$114M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$6.74M
3
+$5.43M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.79M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.76M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 4.7%
2 Healthcare 4.52%
3 Financials 4.31%
4 Technology 3.99%
5 Consumer Staples 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$296K 0.26%
+2,157
77
$291K 0.26%
+3,474
78
$288K 0.25%
+2,300
79
$285K 0.25%
+2,379
80
$269K 0.24%
+1,871
81
$269K 0.24%
+5,140
82
$264K 0.23%
+4,981
83
$262K 0.23%
+6,700
84
$260K 0.23%
+3,160
85
$257K 0.23%
+1,492
86
$255K 0.22%
+3,655
87
$239K 0.21%
+2,001
88
$239K 0.21%
+9,320
89
$235K 0.21%
+1,159
90
$235K 0.21%
+2,554
91
$234K 0.21%
+3,650
92
$233K 0.2%
+4,799
93
$229K 0.2%
+5,967
94
$227K 0.2%
+8,935
95
$225K 0.2%
+4,196
96
$224K 0.2%
+4,849
97
$222K 0.19%
+692
98
$220K 0.19%
+6,684
99
$217K 0.19%
+8,559
100
$202K 0.18%
+7,954
2 3
4
5 6