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
$278M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.69M
3
+$1.54M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.43M
5
AAPL icon
Apple
AAPL
+$1.28M

Top Sells

1
+$4.15M
2
+$2.99M
3
+$2.15M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.98M
5
IBMK
iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK
+$1.94M

Sector Composition

1 Technology 0.94%
2 Consumer Discretionary 0.38%
3 Industrials 0.21%
4 Healthcare 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.55M 1.28%
151,806
+25,033
27
$3.44M 1.24%
41,767
+9,144
28
$3.1M 1.12%
127,625
+25,688
29
$2.52M 0.91%
43,647
-51,660
30
$2.3M 0.83%
17,738
+9,868
31
$2.03M 0.73%
11,134
-588
32
$1.67M 0.6%
20,134
+2,897
33
$966K 0.35%
9,393
+2,700
34
$839K 0.3%
3,183
-8
35
$744K 0.27%
3,884
+599
36
$564K 0.2%
37,494
-12
37
$563K 0.2%
4,641
+261
38
$498K 0.18%
2,606
-5
39
$452K 0.16%
+2,557
40
$437K 0.16%
2,879
41
$384K 0.14%
+152,451
42
$376K 0.14%
2,212
+300
43
$355K 0.13%
16,245
-798
44
$339K 0.12%
2,209
+278
45
$291K 0.1%
1,359
46
$270K 0.1%
1,124
-79
47
$251K 0.09%
3,333
+206
48
$245K 0.09%
3,158
+397
49
$235K 0.08%
16,936
-1,312
50
$230K 0.08%
2,794
+181
1
2
3