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
$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
State Street 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
126
$201K 0.07%
+8,044
127
$105K 0.04%
+21,057
128
$96.1K 0.03%
+12,215
129
– –
-1,918
130
– –
-18,049
2 3 4 5
6