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

Top Buys

1
+$5.94M
2
+$3.06M
3
+$1.21M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.08M
5
QPFF
American Century Quality Preferred ETF
QPFF
+$865K

Top Sells

1
+$6.62M
2
+$983K
3
+$837K
4
VB icon
Vanguard Small-Cap ETF
VB
+$649K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$548K

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
– –
-1,461
152
– –
-530
153
– –
-5,200
154
– –
-39,596
155
– –
-1,883
3 4 5 6
7