PWM

Paulson Wealth Management Portfolio holdings

AUM $433M
1-Year Est. Return 15.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$374M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Sells

1 +$1.04M
2 +$1.03M
3 +$871K
4
VB icon
Vanguard Small-Cap ETF
VB
+$536K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$529K

Sector Composition

1 Technology 9.88%
2 Financials 2.72%
3 Healthcare 2.18%
4 Consumer Discretionary 1.51%
5 Consumer Staples 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,801