Portfolio (Quarterly)
Guide ↗
Paulson Wealth Management Inc.
· CIK 0001731878| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | URTH | ISHARES INC | — | 1,335.0 | $271K | 0.06% | +210.0 | +18.7% | $202.64 | +3.1% |
| 42 | CMCSA | COMCAST CORP NEW | Communication Services | 9,323.0 | $229K | 0.05% | +682.0 | +7.9% | $24.55 | +10.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
39.1%
Financial Services
38.2%
Healthcare
6.7%
Consumer Cyclical
4.2%
Industrials
3.7%
Consumer Defensive
3.3%
Communication Services
2.8%
Energy
1.1%
Basic Materials
0.8%