PWM

Praetorian Wealth Management Portfolio holdings

AUM $504M
1-Year Est. Return 14.9%
This Quarter Est. Return
1 Year Est. Return
+14.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$402M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$501K
2
+$426K
3
+$292K
4
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$232K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$189K

Top Sells

1
+$1.08M
2
+$797K
3
+$723K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$686K
5
AMZN icon
Amazon
AMZN
+$597K

Sector Composition

1 Technology 1.1%
2 Healthcare 0.07%
3 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.88M 0.97%
13,754
-650
27
$3.81M 0.95%
54,415
-7,672
28
$3.65M 0.91%
164,862
+10,468
29
$3.49M 0.87%
133,893
-27,701
30
$3.01M 0.75%
118,268
+11,444
31
$2.66M 0.66%
105,515
-13,949
32
$2.61M 0.65%
10,044
-1,132
33
$2.35M 0.59%
21,424
-571
34
$830K 0.21%
36,711
35
$274K 0.07%
1,752
+1
36
$22.8K 0.01%
17,500
-10,000
37
– –
-4,155
38
– –
-734
39
– –
-2,850
40
– –
-439
41
– –
-2,879
42
– –
-934
43
– –
-966
44
– –
-3,088
45
– –
-1,920
46
– –
-1,327
47
– –
-984
48
– –
-750
49
– –
-15,964
50
– –
-13,908
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2
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