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
$284M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$1.9M
3
+$1.23M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.17M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$772K

Top Sells

1
+$5.71M
2
+$4.56M
3
+$747K
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$282K
5
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$279K

Sector Composition

1 Technology 0.66%
2 Utilities 0.18%
3 Financials 0.16%
4 Consumer Discretionary 0.14%
5 Healthcare 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.91M 1.03%
14,095
+9,204
27
$2.9M 1.02%
109,932
-4,680
28
$2.7M 0.95%
106,067
-10,954
29
$2.3M 0.81%
85,249
+18,125
30
$2M 0.7%
74,879
+15,097
31
$1.6M 0.56%
62,276
-5,574
32
$1.59M 0.56%
64,160
-11,335
33
$1.41M 0.5%
49,694
+15,898
34
$1.25M 0.44%
45,872
+22,689
35
$1.11M 0.39%
13,114
+2,115
36
$1.09M 0.39%
3,055
+747
37
$978K 0.34%
8,011
-1
38
$707K 0.25%
8,581
+102
39
$653K 0.23%
589
-4,112
40
$615K 0.22%
9,054
-84,100
41
$614K 0.22%
38,370
42
$546K 0.19%
1,380
43
$540K 0.19%
2,292
-30
44
$517K 0.18%
6,843
-700
45
$479K 0.17%
19,323
-1,248
46
$445K 0.16%
2,928
+300
47
$423K 0.15%
2,879
48
$399K 0.14%
2,580
49
$352K 0.12%
1,978
+478
50
$341K 0.12%
5,333
-13
1
2
3