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
$207M
AUM Growth
+$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Sector Composition

1 Technology 10.12%
2 Healthcare 2.05%
3 Financials 1.95%
4 Consumer Staples 1.79%
5 Communication Services 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$27.1M 13.12%
99,854
-452
2
$23.7M 11.47%
149,391
-209
3
$18.6M 9.02%
236,350
+2,599
4
$18M 8.69%
78,268
+1,355
5
$13.9M 6.75%
101,791
+2,360
6
$13.9M 6.71%
251,305
+12,450
7
$8.13M 3.93%
90,313
+305
8
$7.74M 3.74%
247,592
+3,840
9
$7.55M 3.65%
64,414
-4,550
10
$5.55M 2.69%
63,996
+444
11
$4.38M 2.12%
76,788
+492
12
$4.36M 2.11%
52,731
+3,545
13
$4.3M 2.08%
129,717
+4,021
14
$3.31M 1.6%
84,191
+1,291
15
$2.49M 1.2%
89,888
-5,698
16
$2.35M 1.13%
5,478
-10
17
$2.21M 1.07%
48,762
18
$1.82M 0.88%
4,228
+487
19
$1.79M 0.86%
67,802
20
$1.45M 0.7%
28,057
-490
21
$1.33M 0.65%
52,074
-4,686
22
$1.19M 0.58%
7,668
+135
23
$1.16M 0.56%
2,887
24
$1.07M 0.52%
5,582
25
$1M 0.49%
19,269