Portfolio (Quarterly)
Guide ↗
Paulson Wealth Management Inc.
· CIK 0001731878| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 1,199.0 | $217K | 0.05% | NEW | — | $180.91 | +6.5% |
| 142 | ORCL | ORACLE CORP | Technology | 1,477.0 | $216K | 0.05% | — | — | $146.55 | -1.0% |
| 143 | FLEX | FLEX LTD | Technology | 1,309.0 | $212K | 0.04% | NEW | — | $162.07 | -33.1% |
| 144 | ARW | ARROW ELECTRS INC | Technology | 987.0 | $211K | 0.04% | NEW | — | $213.41 | -5.0% |
| 145 | IJR | ISHARES TR | — | 1,410.0 | $209K | 0.04% | NEW | — | $148.31 | -1.3% |
| 146 | MS | MORGAN STANLEY | Financial Services | 961.0 | $201K | 0.04% | NEW | — | $209.04 | +2.9% |
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%