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
$391M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.08M
3
+$797K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$686K
5
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$626K

Top Sells

1
+$612K
2
+$404K
3
+$335K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$271K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$244K

Sector Composition

1 Technology 1.24%
2 Consumer Discretionary 0.22%
3 Healthcare 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.07M 1.04%
31,904
+2,567
27
$3.87M 0.99%
18,353
-944
28
$3.83M 0.98%
14,404
-421
29
$3.28M 0.84%
154,394
+29,459
30
$3M 0.77%
119,464
-6,722
31
$2.66M 0.68%
106,824
+16,291
32
$2.63M 0.67%
11,176
-221
33
$2.2M 0.56%
21,995
+234
34
$1.08M 0.28%
+9,186
35
$797K 0.2%
+3,927
36
$786K 0.2%
36,711
37
$686K 0.18%
+2,565
38
$597K 0.15%
+3,088
39
$526K 0.13%
+2,879
40
$496K 0.13%
+2,574
41
$484K 0.12%
+1,327
42
$402K 0.1%
+15,964
43
$361K 0.09%
+13,908
44
$352K 0.09%
+2,850
45
$349K 0.09%
+934
46
$328K 0.08%
+734
47
$293K 0.08%
+966
48
$282K 0.07%
+3,650
49
$278K 0.07%
+3,480
50
$256K 0.07%
+1,751
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