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
$343M
AUM Growth
+$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$952K
2
+$506K
3
+$484K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$379K
5
BSMS icon
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
+$264K

Top Sells

1
+$1.02M
2
+$579K
3
+$549K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$497K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$405K

Sector Composition

1 Technology 10.13%
2 Financials 2.54%
3 Healthcare 2.34%
4 Consumer Discretionary 1.28%
5 Consumer Staples 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$239K 0.07%
2,422
127
$238K 0.07%
653
128
$236K 0.07%
2,909
+208
129
$234K 0.07%
2,256
-19
130
$234K 0.07%
2,028
131
$233K 0.07%
12,217
-220
132
$228K 0.07%
1,150
133
$226K 0.07%
1,870
-16
134
$221K 0.06%
1,564
135
$219K 0.06%
3,944
+26
136
$219K 0.06%
1,258
-19
137
$218K 0.06%
5,757
+442
138
$214K 0.06%
3,235
-221
139
$213K 0.06%
+495
140
$207K 0.06%
1,791
+13
141
$149K 0.04%
24,645
142
$132K 0.04%
13,505
143
– –
-5,796
144
– –
-796
145
– –
-2,804
146
– –
-4,053
2 3 4 5
6