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
$272M
AUM Growth
-$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$4.58M
3
+$1.1M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$786K
5
MCD icon
McDonald's
MCD
+$785K

Top Sells

1
+$3.12M
2
+$86.8K
3
+$56.7K
4
VFH icon
Vanguard Financials ETF
VFH
+$6.87K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.35K

Sector Composition

1 Technology 0.41%
2 Consumer Discretionary 0.29%
3 Industrials 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.42M 1.26%
136,848
+16,230
27
$3.2M 1.17%
54,309
+2,209
28
$2.94M 1.08%
123,085
+9,771
29
$2.39M 0.88%
95,901
+10,338
30
$2.27M 0.84%
90,980
-2,266
31
$2.24M 0.82%
86,439
-3,352
32
$1.95M 0.72%
11,927
-19,106
33
$1.55M 0.57%
20,134
-89
34
$1.1M 0.4%
+8,028
35
$786K 0.29%
+7,622
36
$785K 0.29%
+3,183
37
$650K 0.24%
+3,508
38
$578K 0.21%
+38,829
39
$32K 0.01%
+5
40
$30K 0.01%
+1,841
1
2