PWM

Praetorian Wealth Management Portfolio holdings

AUM $487M
1-Year Est. Return 13.48%
This Quarter Est. Return
1 Year Est. Return
+13.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$23.7M
3
+$19.6M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$13M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$12.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.7%
2 Utilities 0.29%
3 Financials 0.25%
4 Consumer Discretionary 0.18%
5 Healthcare 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 0.98%
+79,392
27
$1.39M 0.68%
+52,278
28
$1.26M 0.62%
+47,201
29
$922K 0.45%
+36,178
30
$803K 0.39%
+5,131
31
$708K 0.35%
+27,932
32
$686K 0.34%
+25,572
33
$658K 0.32%
+3,288
34
$632K 0.31%
+6,928
35
$593K 0.29%
+7,543
36
$483K 0.24%
+2,371
37
$482K 0.24%
+39,048
38
$426K 0.21%
+1,380
39
$416K 0.2%
+4,310
40
$405K 0.2%
+23,118
41
$379K 0.19%
+17,793
42
$372K 0.18%
+2,700
43
$337K 0.16%
+2,879
44
$317K 0.16%
+5,290
45
$306K 0.15%
+3,217
46
$300K 0.15%
+3,633
47
$298K 0.15%
+13,934
48
$279K 0.14%
+3,775
49
$279K 0.14%
+21,992
50
$260K 0.13%
+9,638
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