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
$295M
AUM Growth
-$4.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$293K
3
+$265K
4
IBMP icon
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
+$239K
5
IBMN icon
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$228K

Top Sells

1
+$1.69M
2
+$1.13M
3
+$450K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$378K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$266K

Sector Composition

1 Technology 0.69%
2 Consumer Discretionary 0.38%
3 Financials 0.15%
4 Healthcare 0.09%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.43M 1.16%
126,851
+8,847
27
$2.59M 0.88%
98,867
-6,715
28
$2.57M 0.87%
101,515
-3,010
29
$2.41M 0.82%
89,480
+6,029
30
$2.39M 0.81%
5,961
+209
31
$2.33M 0.79%
85,645
+4,299
32
$1.93M 0.65%
67,359
+6,886
33
$1.86M 0.63%
20,093
+471
34
$1.51M 0.51%
60,901
-2,839
35
$1.31M 0.44%
51,175
-6,678
36
$1.11M 0.38%
7,840
-170
37
$1.07M 0.36%
4,838
38
$892K 0.3%
6,673
+110
39
$767K 0.26%
3,183
+686
40
$700K 0.24%
8,491
+59
41
$698K 0.24%
40,278
42
$647K 0.22%
3,608
+140
43
$646K 0.22%
2,292
44
$471K 0.16%
18,432
-18
45
$442K 0.15%
2,879
46
$430K 0.15%
2,628
47
$361K 0.12%
2,200
-380
48
$358K 0.12%
4,838
+498
49
$349K 0.12%
1,273
-88
50
$338K 0.11%
18,248
-24
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2
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