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
$346M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$2.99M
3
+$2.94M
4
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$1.74M
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$1.08M

Top Sells

1
+$3.88M
2
+$3.71M
3
+$3.21M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$3.14M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$2.58M

Sector Composition

1 Technology 1.19%
2 Consumer Discretionary 0.28%
3 Industrials 0.09%
4 Healthcare 0.08%
5 Communication Services 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.72M 1.08%
14,832
-15,491
27
$3.72M 1.07%
19,308
+27
28
$3.12M 0.9%
135,181
+46,983
29
$2.99M 0.86%
+25,505
30
$2.54M 0.73%
11,508
-575
31
$1.74M 0.5%
+80,575
32
$1.59M 0.46%
17,226
-3,167
33
$1.13M 0.33%
9,816
-393
34
$1.08M 0.31%
+42,069
35
$771K 0.22%
+4,039
36
$690K 0.2%
36,711
-6
37
$622K 0.18%
+2,623
38
$491K 0.14%
+2,879
39
$487K 0.14%
+2,563
40
$475K 0.14%
+3,129
41
$407K 0.12%
+1,344
42
$379K 0.11%
+15,096
43
$349K 0.1%
+2,547
44
$343K 0.1%
+16,560
45
$342K 0.1%
+909
46
$326K 0.09%
+3,691
47
$307K 0.09%
+370
48
$297K 0.09%
+1,000
49
$291K 0.08%
+1,857
50
$290K 0.08%
+934
1
2
3