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
$262M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.55M
3
+$1.13M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$998K
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$944K

Top Sells

1
+$1.61M
2
+$1.61M
3
+$1.42M
4
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$696K
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$376K

Sector Composition

1 Technology 0.7%
2 Utilities 0.23%
3 Consumer Discretionary 0.2%
4 Financials 0.13%
5 Healthcare 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.81M 1.07%
103,858
+41,843
27
$2.7M 1.03%
99,744
+15,204
28
$1.88M 0.72%
75,495
-1,893
29
$1.83M 0.7%
67,124
+13,398
30
$1.75M 0.67%
67,850
-9,556
31
$1.65M 0.63%
59,782
+34,251
32
$1.06M 0.41%
8,012
+839
33
$998K 0.38%
+33,796
34
$951K 0.36%
4,891
-265
35
$816K 0.31%
2,308
+228
36
$801K 0.31%
10,999
+700
37
$705K 0.27%
8,479
+4,078
38
$639K 0.24%
+23,183
39
$599K 0.23%
7,543
40
$581K 0.22%
38,370
-354
41
$572K 0.22%
4,701
+104
42
$516K 0.2%
2,322
-49
43
$515K 0.2%
1,380
44
$467K 0.18%
20,571
-1,104
45
$420K 0.16%
2,580
46
$409K 0.16%
3,409
+354
47
$406K 0.16%
2,879
48
$333K 0.13%
2,628
-96
49
$328K 0.13%
20,464
-904
50
$296K 0.11%
1,229
1
2
3