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
$324M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$701K
3
+$679K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$639K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$417K

Top Sells

1
+$2.47M
2
+$1.46M
3
+$1.03M
4
IBMN icon
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$253K
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$229K

Sector Composition

1 Technology 1.17%
2 Industrials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.74M 1.16%
19,307
+21
27
$3.74M 1.16%
146,888
-40,390
28
$3.7M 1.14%
150,936
+5,370
29
$3.44M 1.06%
63,136
-26,841
30
$2.4M 0.74%
11,658
+22
31
$1.86M 0.57%
22,905
+302
32
$1.11M 0.34%
+10,038
33
$647K 0.2%
28,821
+4,973
34
$641K 0.2%
36,717
35
$200K 0.06%
75,000
36
$37.5K 0.01%
8
37
– –
-42,110
1
2