PWM

Praetorian Wealth Management Portfolio holdings

AUM $504M
1-Year Est. Return 14.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$374M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$3.45M
3
+$1.23M
4
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$948K
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$882K

Top Sells

1
+$1.39M
2
+$1.13M
3
+$771K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$622K
5
IBMM
iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
+$549K

Sector Composition

1 Technology 0.88%
2 Healthcare 0.01%
3 Communication Services 0%
4 Consumer Discretionary 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.97M 1.06%
173,825
+38,644
27
$3.86M 1.03%
29,337
+3,832
28
$3.31M 0.88%
19,297
-11
29
$3.16M 0.85%
126,186
-55,616
30
$2.78M 0.74%
11,397
-111
31
$2.67M 0.71%
124,935
+44,360
32
$2.29M 0.61%
90,533
+48,464
33
$2.23M 0.6%
21,761
+4,535
34
$759K 0.2%
36,711
35
$30.3K 0.01%
+27,500
36
– –
-3,129
37
– –
-1,449
38
– –
-9,816
39
– –
-2,623
40
– –
-934
41
– –
-67
42
– –
-370
43
– –
-4,155
44
– –
-1,920
45
– –
-1,344
46
– –
-1,857
47
– –
-845
48
– –
-2,563
49
– –
-3,419
50
– –
-3,574
1
2
3