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
$315M
AUM Growth
-$9.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.79M
3
+$1.5M
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$1.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$757K

Top Sells

1
+$1.73M
2
+$1.54M
3
+$1.42M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.38M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.34M

Sector Composition

1 Technology 1.09%
2 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.71M 1.18%
146,227
-11,443
27
$3.32M 1.06%
63,262
+126
28
$3.3M 1.05%
19,281
-26
29
$3.21M 1.02%
125,631
-21,257
30
$2.36M 0.75%
12,083
+425
31
$1.93M 0.61%
88,198
+59,377
32
$1.64M 0.52%
20,393
-2,512
33
$1.08M 0.34%
10,209
+171
34
$619K 0.2%
36,717
35
$523K 0.17%
+9,087
36
$422K 0.13%
+10,233
37
$118K 0.04%
67
+59
38
– –
-75,000
1
2