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
101
$198K 0.17%
+7,830
102
$195K 0.17%
+5,678
103
$194K 0.17%
+4,044
104
$194K 0.17%
+9,191
105
$192K 0.17%
+2,587
106
$192K 0.17%
+3,715
107
$189K 0.17%
+2,515
108
$189K 0.17%
+3,432
109
$189K 0.17%
+2,355
110
$188K 0.17%
+638
111
$184K 0.16%
+1,257
112
$183K 0.16%
+2,484
113
$183K 0.16%
+3,014
114
$182K 0.16%
+3,008
115
$181K 0.16%
+3,302
116
$179K 0.16%
+2,506
117
$177K 0.16%
+1,005
118
$173K 0.15%
+2,615
119
$173K 0.15%
+2,053
120
$171K 0.15%
+2,345
121
$170K 0.15%
+2,049
122
$170K 0.15%
+6,760
123
$167K 0.15%
+3,646
124
$160K 0.14%
+1,512
125
$159K 0.14%
+3,462
3 4
5
6 7