PWM

Paulson Wealth Management Portfolio holdings

AUM $427M
1-Year Est. Return 16.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$423M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$1.58M
3
+$1.45M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.43M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.42M

Top Sells

1
+$4.62M
2
+$1.09M
3
+$726K
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$684K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$472K

Sector Composition

1 Technology 9.03%
2 Financials 2.65%
3 Healthcare 1.73%
4 Consumer Discretionary 1.51%
5 Communication Services 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$570K 0.13%
1,172
77
$569K 0.13%
1,937
-963
78
$567K 0.13%
5,701
+521
79
$559K 0.13%
1,900
80
$555K 0.13%
2,554
+600
81
$530K 0.13%
3,221
82
$520K 0.12%
4,544
-66
83
$518K 0.12%
1,796
84
$515K 0.12%
1,050
+42
85
$512K 0.12%
11,689
+1,046
86
$485K 0.11%
3,122
-192
87
$480K 0.11%
1,635
88
$480K 0.11%
2,714
89
$472K 0.11%
726
90
$424K 0.1%
3,820
+581
91
$420K 0.1%
1,488
-105
92
$416K 0.1%
8,607
-773
93
$414K 0.1%
4,113
+473
94
$408K 0.1%
2,335
-161
95
$406K 0.1%
2,884
-378
96
$403K 0.1%
6,082
-691
97
$402K 0.1%
3,494
98
$391K 0.09%
2,785
-538
99
$386K 0.09%
3,200
100
$352K 0.08%
1,802
2 3
4
5 6