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
$412M
AUM Growth
+$9.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.4M
3
+$1.19M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.05M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.01M

Top Sells

1
+$3.49M
2
+$2.66M
3
+$979K
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$943K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$552K

Sector Composition

1 Technology 1.42%
2 Consumer Discretionary 0.34%
3 Healthcare 0.07%
4 Communication Services 0.05%
5 Financials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.93M 0.96%
184,036
+19,174
27
$3.91M 0.95%
54,690
+275
28
$3.84M 0.93%
153,688
+35,420
29
$3.47M 0.84%
13,696
-58
30
$2.58M 0.63%
21,833
+409
31
$2.41M 0.58%
9,463
-581
32
$1.87M 0.45%
+73,528
33
$1.4M 0.34%
+15,756
34
$1.01M 0.25%
+8,809
35
$851K 0.21%
36,711
36
$830K 0.2%
+3,927
37
$763K 0.19%
+37,475
38
$760K 0.18%
+1,803
39
$742K 0.18%
+2,562
40
$730K 0.18%
+3,328
41
$564K 0.14%
+2,879
42
$533K 0.13%
+1,327
43
$479K 0.12%
+2,549
44
$396K 0.1%
+2,950
45
$383K 0.09%
+934
46
$372K 0.09%
+920
47
$349K 0.08%
+991
48
$340K 0.08%
+4,362
49
$333K 0.08%
+4,144
50
$309K 0.08%
+11,145
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