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
76
$498K 0.15%
7,028
-1,484
77
$494K 0.14%
20,880
-676
78
$483K 0.14%
2,926
-388
79
$475K 0.14%
942
+10
80
$475K 0.14%
1,988
81
$460K 0.13%
4,316
-133
82
$455K 0.13%
1,900
83
$446K 0.13%
7,624
84
$437K 0.13%
11,154
+106
85
$424K 0.12%
961
-21
86
$423K 0.12%
6,249
-162
87
$419K 0.12%
2,964
+100
88
$414K 0.12%
746
89
$413K 0.12%
2,714
90
$401K 0.12%
1,772
91
$397K 0.12%
6,242
-571
92
$390K 0.11%
1,767
93
$382K 0.11%
2,793
+50
94
$379K 0.11%
1,275
95
$375K 0.11%
9,095
+53
96
$373K 0.11%
1,734
-37
97
$372K 0.11%
1,302
98
$371K 0.11%
4,184
-53
99
$369K 0.11%
2,022
-47
100
$367K 0.11%
9,252
+159
2 3
4
5 6