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
101
$361K 0.11%
3,715
102
$355K 0.1%
5,171
-24
103
$347K 0.1%
2,009
-57
104
$330K 0.1%
8,741
105
$311K 0.09%
4,321
+168
106
$307K 0.09%
4,835
107
$305K 0.09%
2,987
-2,298
108
$301K 0.09%
1,464
-52
109
$299K 0.09%
3,568
+70
110
$296K 0.09%
3,200
111
$295K 0.09%
2,674
112
$280K 0.08%
2,571
-27
113
$277K 0.08%
271
-1
114
$271K 0.08%
9,670
-378
115
$269K 0.08%
5,258
-205
116
$266K 0.08%
3,375
+165
117
$265K 0.08%
2,727
118
$264K 0.08%
+11,381
119
$258K 0.08%
1,593
+35
120
$257K 0.08%
1,801
-10
121
$256K 0.07%
5,853
-1,154
122
$253K 0.07%
4,904
-100
123
$246K 0.07%
+643
124
$242K 0.07%
1,716
125
$239K 0.07%
4,350
-135
2 3 4
5
6