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
$374M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.9M
3
+$2.54M
4
MINO icon
PIMCO Municipal Income Opportunities Active ETF
MINO
+$1.8M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.65M

Top Sells

1
+$1.08M
2
+$1.04M
3
+$898K
4
VB icon
Vanguard Small-Cap ETF
VB
+$559K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$553K

Sector Composition

1 Technology 9.88%
2 Financials 2.72%
3 Healthcare 2.18%
4 Consumer Discretionary 1.51%
5 Consumer Staples 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$389K 0.1%
8,663
-432
102
$388K 0.1%
749
+3
103
$386K 0.1%
3,715
104
$377K 0.1%
1,305
+3
105
$366K 0.1%
4,371
-800
106
$363K 0.1%
1,740
+6
107
$344K 0.09%
3,527
-41
108
$340K 0.09%
1,718
-304
109
$335K 0.09%
4,467
+146
110
$320K 0.09%
1,470
+6
111
$314K 0.08%
5,283
+25
112
$309K 0.08%
8,741
113
$308K 0.08%
2,571
114
$307K 0.08%
4,897
+62
115
$306K 0.08%
3,200
116
$301K 0.08%
2,576
-1,740
117
$299K 0.08%
4,260
+316
118
$292K 0.08%
2,674
119
$284K 0.08%
2,727
120
$282K 0.08%
656
+3
121
$278K 0.07%
12,641
+424
122
$276K 0.07%
9,545
-125
123
$275K 0.07%
2,410
+154
124
$268K 0.07%
4,931
+27
125
$267K 0.07%
1,725
+9
3 4
5
6 7