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
$224M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Sector Composition

1 Technology 10.85%
2 Healthcare 2.23%
3 Financials 1.7%
4 Consumer Staples 1.58%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$30.1M 13.45%
98,533
-416
2
$26.1M 11.68%
155,713
+3,186
3
$20.7M 9.25%
263,230
+12,063
4
$19.2M 8.56%
86,148
+2,954
5
$18M 8.05%
101,437
-280
6
$15.2M 6.78%
310,899
+20,938
7
$14.4M 6.45%
+316,641
8
$11.6M 5.18%
139,797
+50,816
9
$9.06M 4.05%
85,549
+40,313
10
$4.67M 2.09%
40,144
-23,501
11
$3.61M 1.61%
131,104
+32,814
12
$3.54M 1.58%
+127,538
13
$3.43M 1.53%
+68,672
14
$3.12M 1.39%
6,569
+1,119
15
$2.13M 0.95%
48,762
16
$2.06M 0.92%
4,309
+85
17
$1.7M 0.76%
33,224
+5,808
18
$1.42M 0.63%
28,703
+19,385
19
$1.31M 0.58%
2,601
-219
20
$1.26M 0.56%
3,735
-44
21
$1.23M 0.55%
67,702
-100
22
$1.11M 0.49%
5,868
+49
23
$1.05M 0.47%
6,630
-684
24
$1.03M 0.46%
6,046
-92
25
$997K 0.45%
2,403
-47