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
$286M
AUM Growth
-$6.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$592K
2 +$452K
3 +$433K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$321K
5
AMGN icon
Amgen
AMGN
+$271K

Sector Composition

1 Technology 9.57%
2 Healthcare 2.76%
3 Financials 2.59%
4 Consumer Discretionary 1.28%
5 Consumer Staples 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$34.7M 12.13%
130,431
+501
2
$29.9M 10.46%
196,962
+2,115
3
$24.6M 8.61%
357,111
+1,495
4
$18.6M 6.51%
108,688
+691
5
$16.7M 5.82%
94,218
+726
6
$15.6M 5.45%
207,252
+6,017
7
$8.96M 3.13%
81,117
+1,089
8
$8.44M 2.95%
124,428
+1,703
9
$8.37M 2.93%
19,589
-9
10
$6.9M 2.41%
75,120
-3,758
11
$5.88M 2.06%
348,675
+657
12
$5.33M 1.86%
14,867
+527
13
$5.22M 1.82%
119,332
+9,895
14
$4.37M 1.53%
94,503
-9,450
15
$3.87M 1.35%
101,969
-2,030
16
$3.39M 1.19%
91,954
+16,036
17
$3.23M 1.13%
75,177
-2,820
18
$3.11M 1.09%
16,434
-20
19
$3.1M 1.08%
19,414
-581
20
$2.56M 0.9%
24,967
-503
21
$2.51M 0.88%
7,488
-36
22
$2.35M 0.82%
99,804
-3,078
23
$2.11M 0.74%
6,694
+684
24
$2.06M 0.72%
4,805
+28
25
$2.02M 0.71%
88,551
-2,599