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
$366M
AUM Growth
-$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Sells

1 +$6.32M
2 +$983K
3 +$835K
4
VB icon
Vanguard Small-Cap ETF
VB
+$634K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$522K

Sector Composition

1 Technology 10.09%
2 Financials 2.86%
3 Healthcare 1.67%
4 Consumer Discretionary 1.39%
5 Consumer Staples 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,564
152
-13,505
153
-1,461
154
-530
155
-5,200