Paulson Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$13.3M |
| 2 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$6.67M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$3.09M |
| 4 |
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
+$2.54M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$1.94M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$15.3M |
| 2 |
State Street SPDR Bloomberg Convertible Securities ETF
CWB
|
+$2.39M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
+$2.17M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$1.94M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
+$1.03M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 8.4% |
| 2 | Healthcare | 3.33% |
| 3 | Financials | 1.79% |
| 4 | Consumer Staples | 1.17% |
| 5 | Industrials | 0.87% |
Similar funds
Paulson Wealth Management's Q4 2022 Portfolio in Review
As of Q4 2022, Paulson Wealth Management held 95 positions worth $205M, up 10% from $186M the previous quarter. Its ten largest holdings account for 72% of the portfolio.
Paulson Wealth Management deployed $7.79M of net new capital in Q4 2022, opening 19 new positions and adding to 24 existing holdings. Its largest new stake was Vanguard Short-Term Corporate Bond ETF: 177,662 shares worth $13.4M.
By sector, the portfolio is most concentrated in Technology at 8.4% of assets, down from 9.7% a quarter earlier, followed by Healthcare and Financials.
On the sell side, the largest reduction was State Street SPDR Bloomberg Convertible Securities ETF, an estimated $2.39M trimmed.
- Paulson Wealth Management's largest Q4 2022 buy was Vanguard Short-Term Corporate Bond ETF: 177,662 shares worth $13.4M.
- Paulson Wealth Management added most to State Street SPDR S&P 500 ETF Trust in Q4 2022, an estimated $3.09M increase.
- Paulson Wealth Management's biggest Q4 2022 reduction was State Street SPDR Bloomberg Convertible Securities ETF, cutting an estimated $2.39M.
- Paulson Wealth Management fully exited iShares 0-5 Year TIPS Bond ETF in Q4 2022, selling an estimated $15.3M.
- Paulson Wealth Management's ten largest holdings make up 72% of its $205M portfolio in Q4 2022.
- Paulson Wealth Management opened 19 new positions and closed 9 in Q4 2022.
- Paulson Wealth Management's portfolio value rose 10% quarter-over-quarter to $205M.
Based on Paulson Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.