Portfolio (Quarterly)
Guide ↗
Paulson Wealth Management Inc.
· CIK 0001731878| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IWV | ISHARES TR | — | 2,938 | $1.1M | 0.26% | SOLD |
| 2 | IUSG | ISHARES TR | — | 3,221 | $541K | 0.12% | SOLD |
| 3 | F | FORD MTR CO | Consumer Cyclical | 21,003 | $276K | 0.06% | SOLD |
| 4 | DBX | DROPBOX INC | Technology | 9,909 | $275K | 0.06% | SOLD |
| 5 | ABG | ASBURY AUTOMOTIVE GROUP INC | Consumer Cyclical | 946 | $220K | 0.05% | SOLD |
| 6 | AXP | AMERICAN EXPRESS CO | Financial Services | 575 | $213K | 0.05% | SOLD |
Sector Allocation
Financial Services
37.5%
Technology
36.7%
Healthcare
6.9%
Consumer Cyclical
4.6%
Communication Services
4.4%
Consumer Defensive
3.8%
Industrials
3.6%
Energy
1.7%
Basic Materials
0.9%