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
$308M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1M
3
+$881K
4
IBMQ icon
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
+$843K
5
IBMP icon
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
+$822K

Top Sells

1
+$966K
2
+$839K
3
+$744K
4
VDE icon
Vanguard Energy ETF
VDE
+$563K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$498K

Sector Composition

1 Technology 1.05%
2 Industrials 0.08%
3 Consumer Discretionary 0%
4 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.2M 1.37%
166,712
-12,293
27
$3.9M 1.27%
163,715
+11,909
28
$3.63M 1.18%
145,566
+17,941
29
$3.18M 1.03%
19,286
+1,548
30
$2.47M 0.8%
42,110
-1,537
31
$2.22M 0.72%
11,636
+502
32
$1.76M 0.57%
22,603
+2,469
33
$592K 0.19%
36,717
-777
34
$546K 0.18%
+23,848
35
$260K 0.08%
75,000
-77,451
36
$43K 0.01%
8
37
– –
-2,578
38
– –
-4,641
39
– –
-3,183
40
– –
-1,124
41
– –
-16,936
42
– –
-16,245
43
– –
-2,212
44
– –
-370
45
– –
-4,155
46
– –
-1,359
47
– –
-2,557
48
– –
-3,158
49
– –
-3,333
50
– –
-3,884
1
2
3