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
$227M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$869K
3
+$839K
4
IBMP icon
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
+$762K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$728K

Top Sells

1
+$922K
2
+$174K
3
+$50.2K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$31.1K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$26.7K

Sector Composition

1 Technology 0.71%
2 Utilities 0.25%
3 Financials 0.21%
4 Consumer Discretionary 0.18%
5 Healthcare 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.01M 0.89%
77,406
-6,708
27
$1.94M 0.86%
77,388
-2,004
28
$1.66M 0.73%
62,015
+14,814
29
$1.45M 0.64%
53,726
+28,154
30
$1M 0.44%
4,275
+987
31
$878K 0.39%
5,156
+25
32
$831K 0.37%
7,173
+245
33
$696K 0.31%
27,602
-330
34
$693K 0.31%
25,531
+15,893
35
$648K 0.29%
+2,080
36
$602K 0.27%
10,299
+6,045
37
$565K 0.25%
7,543
38
$520K 0.23%
38,724
-324
39
$499K 0.22%
2,371
40
$484K 0.21%
4,597
+287
41
$462K 0.2%
1,380
42
$406K 0.18%
2,580
-120
43
$401K 0.18%
21,675
-1,443
44
$376K 0.17%
17,713
-80
45
$370K 0.16%
2,879
46
$365K 0.16%
4,401
+768
47
$363K 0.16%
3,792
+575
48
$311K 0.14%
+3,055
49
$308K 0.14%
21,368
-624
50
$302K 0.13%
3,809
+34
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