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
$267M
AUM Growth
-$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$2.37M
3
+$1.42M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$721K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$465K

Top Sells

1
+$1.07M
2
+$440K
3
+$339K
4
IBMM
iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
+$324K
5
IBMK
iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK
+$302K

Sector Composition

1 Technology 0.53%
2 Consumer Discretionary 0.39%
3 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.58M 1.34%
148,143
+11,295
27
$2.92M 1.09%
126,773
+3,688
28
$2.69M 1.01%
32,623
-13,030
29
$2.42M 0.91%
101,937
+6,036
30
$2.15M 0.81%
85,865
-5,115
31
$1.94M 0.73%
74,795
-11,644
32
$1.85M 0.69%
11,722
-205
33
$1.42M 0.53%
+13,822
34
$1.28M 0.48%
17,237
-2,897
35
$1.09M 0.41%
165,979
-18,647
36
$1.09M 0.41%
7,870
-158
37
$736K 0.28%
3,191
+8
38
$621K 0.23%
6,693
-929
39
$564K 0.21%
3,285
-223
40
$529K 0.2%
37,506
-1,323
41
$465K 0.17%
+2,611
42
$444K 0.17%
+4,380
43
$389K 0.15%
+2,879
44
$343K 0.13%
+17,043
45
$304K 0.11%
+2,698
46
$285K 0.11%
+1,359
47
$283K 0.11%
+1,912
48
$280K 0.11%
+1,203
49
$274K 0.1%
+1,931
50
$254K 0.1%
+18,248
1
2
3