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
$294M
AUM Growth
-$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.24M
3
+$1.2M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.09M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$984K

Top Sells

1
+$6.46M
2
+$2.73M
3
+$1.47M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$275K
5
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$252K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.07M 1.05%
120,618
+27,170
27
$2.83M 0.96%
113,314
+13,923
28
$2.33M 0.8%
93,246
-10,054
29
$2.33M 0.79%
89,791
-8,123
30
$2.25M 0.77%
85,563
+11,467
31
$1.89M 0.64%
20,223
-151
32
– –
-18,958
33
– –
-5,955
1
2