PWM
Paulson Wealth Management Portfolio holdings
AUM
$433M
1-Year Est. Return
15.45%
This Fund
S&P 500
1 Year Est. Return
+15.45%
AUM
$433M
AUM Growth
+$9.91M
(+2.3%)
Holding
140
Top Buys
| 1 | +$3.22M | |
| 2 | +$3.01M | |
| 3 | +$2.37M | |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$1.94M |
| 5 |
NBSD
Neuberger Short Duration Income ETF
NBSD
|
+$1.38M |
Top Sells
| 1 | +$3.59M | |
| 2 | +$2.24M | |
| 3 | +$1.27M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$821K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$742K |
Sector Composition
| 1 | Technology | 8.9% |
| 2 | Financials | 2.62% |
| 3 | Healthcare | 1.79% |
| 4 | Consumer Discretionary | 1.33% |
| 5 | Communication Services | 1.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
CrowdStrike
CRWD
$103B
| $242K | 0.06% |
517
-533
|
|
||
127
Dick's Sporting Goods
DKS
$18B
| $242K | 0.06% |
1,224
|
|
||
128
T. Rowe Price
TROW
$20.1B
| $233K | 0.05% |
2,276
+233
|
|
||
129
Radian Group
RDN
$4.73B
| $229K | 0.05% |
6,369
|
|
||
130
AT&T
T
$203B
| $227K | 0.05% |
9,151
-1,074
|
|
||
131
Vanguard Value ETF
VTV
$169B
| $227K | 0.05% |
+1,186
|
|
||
132
Colgate-Palmolive
CL
$76.4B
| $221K | 0.05% |
2,796
|
|
||
133
Asbury Automotive
ABG
$4.13B
| $220K | 0.05% |
946
-40
|
|
||
134
American Express
AXP
$214B
| $213K | 0.05% |
+575
|
|
||
135
XPO
XPO
$25.1B
| $203K | 0.05% |
1,493
-159
|
|
||
136
Avnet
AVT
$5.18B
| $202K | 0.05% |
4,202
-551
|
|
||
|
BSMP
137
DELISTED
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
| – | – |
-51,825
|
|
||
138
Comcast
CMCSA
$115B
| – | – |
-6,379
|
|
||
139
Linde
LIN
$231B
| – | – |
-428
|
|
||
140
Meritage Homes
MTH
$4.77B
| – | – |
-2,882
|
|