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
$374M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Sells

1 +$1.08M
2 +$1.04M
3 +$898K
4
VB icon
Vanguard Small-Cap ETF
VB
+$559K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$553K

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