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
$293M
AUM Growth
+$67.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.02M
3
+$3.31M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.27M
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.95M

Top Sells

1
+$1.52M
2
+$670K
3
+$265K
4
QQQE icon
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
+$21.4K
5
CMC icon
Commercial Metals
CMC
+$21.1K

Sector Composition

1 Technology 10.14%
2 Healthcare 2.48%
3 Financials 2.27%
4 Consumer Discretionary 1.32%
5 Consumer Staples 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$289K 0.1%
3,456
+774
102
$277K 0.09%
1,259
+84
103
$270K 0.09%
+5,656
104
$269K 0.09%
3,705
+134
105
$266K 0.09%
+5,099
106
$262K 0.09%
16,404
-189
107
$254K 0.09%
+2,356
108
$253K 0.09%
2,322
+238
109
$250K 0.09%
+636
110
$249K 0.09%
+509
111
$247K 0.08%
2,728
112
$245K 0.08%
+1,850
113
$244K 0.08%
2,211
+265
114
$243K 0.08%
+1,695
115
$242K 0.08%
4,601
-400
116
$242K 0.08%
4,008
+125
117
$238K 0.08%
+4,709
118
$226K 0.08%
+3,200
119
$225K 0.08%
728
+7
120
$224K 0.08%
7,869
-213
121
$219K 0.07%
10,355
-185
122
$218K 0.07%
+6,511
123
$212K 0.07%
+811
124
$207K 0.07%
+862
125
$203K 0.07%
+2,278
2 3 4
5
6