PWM
Paulson Wealth Management Portfolio holdings
AUM
$427M
1-Year Est. Return
16.36%
This Fund
S&P 500
1 Year Est. Return
+16.36%
AUM
$427M
AUM Growth
-$6.22M
(-1.4%)
Holding
143
Top Buys
| 1 | +$3.4M | |
| 2 | +$2.14M | |
| 3 | +$1.93M | |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$1.72M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$1.55M |
Top Sells
| 1 | +$6.12M | |
| 2 | +$1.14M | |
| 3 | +$1.14M | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$904K |
| 5 |
Lowe's Companies
LOW
|
+$769K |
Sector Composition
| 1 | Technology | 8.24% |
| 2 | Financials | 2.43% |
| 3 | Healthcare | 1.52% |
| 4 | Consumer Discretionary | 1.02% |
| 5 | Communication Services | 0.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
ASML
ASML
$665B
| $243K | 0.06% |
+184
|
|
||
127
Genworth Financial
GNW
$3.2B
| $242K | 0.06% |
29,761
-951
|
|
||
128
Colgate-Palmolive
CL
$67.9B
| $238K | 0.06% |
2,796
|
|
||
129
T. Rowe Price
TROW
$22.3B
| $238K | 0.06% |
2,643
+367
|
|
||
130
Vanguard Value ETF
VTV
$179B
| $232K | 0.05% |
1,185
-1
|
|
||
131
Radian Group
RDN
$4.48B
| $223K | 0.05% |
6,753
+384
|
|
||
132
Oracle
ORCL
$662B
| $217K | 0.05% |
1,477
-100
|
|
||
133
KLA
KLAC
$278B
| $215K | 0.05% |
+146
|
|
||
134
TSMC
TSM
$2.26T
| $209K | 0.05% |
+618
|
|
||
135
Linde
LIN
$235B
| $208K | 0.05% |
+420
|
|
||
136
CrowdStrike
CRWD
$190B
| $203K | 0.05% |
520
+3
|
|
||
137
iShares MSCI World ETF
URTH
$8.08B
| $203K | 0.05% |
+1,125
|
|
||
138
Asbury Automotive
ABG
$3.48B
| – | – |
-946
|
|
||
139
American Express
AXP
$205B
| – | – |
-575
|
|
||
140
Dropbox
DBX
$6.44B
| – | – |
-9,909
|
|
||
141
Ford
F
$62.6B
| – | – |
-21,003
|
|
||
142
iShares Core S&P US Growth ETF
IUSG
$32.5B
| – | – |
-3,221
|
|
||
143
iShares Russell 3000 ETF
IWV
$19.8B
| – | – |
-2,938
|
|