PWM

Paulson Wealth Management Portfolio holdings

AUM $386M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$286M
AUM Growth
-$6.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$592K
2 +$452K
3 +$433K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$321K
5
AMGN icon
Amgen
AMGN
+$271K

Sector Composition

1 Technology 9.57%
2 Healthcare 2.76%
3 Financials 2.59%
4 Consumer Discretionary 1.28%
5 Consumer Staples 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$203K 0.07%
812
+1
127
$202K 0.07%
9,511
-844
128
$153K 0.05%
26,029
+4,972
129
$146K 0.05%
14,387
+2,172
130
-1,850
131
-7,869