PWM

Praetorian Wealth Management Portfolio holdings

AUM $526M
1-Year Est. Return 15.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$487M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.31M
3
+$2.81M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$2.65M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.3M

Top Sells

1
+$1.15M
2
+$748K
3
+$603K
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$387K
5
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$183K

Sector Composition

1 Technology 1.16%
2 Consumer Discretionary 0.31%
3 Healthcare 0.07%
4 Industrials 0.05%
5 Financials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.37M 0.9%
17,177
+30
27
$4.08M 0.84%
152,406
-3,851
28
$3.99M 0.82%
49,464
-4,986
29
$3.72M 0.76%
29,575
+596
30
$3.72M 0.76%
147,564
-7,279
31
$3.65M 0.75%
14,032
+45
32
$3.62M 0.74%
+9,150
33
$3.44M 0.71%
+5,143
34
$3.21M 0.66%
123,175
+9,866
35
$2.95M 0.61%
22,509
+310
36
$2.89M 0.59%
31,597
+1,076
37
$2.88M 0.59%
+9,711
38
$1.74M 0.36%
23,000
+3,442
39
$1.51M 0.31%
10,598
+385
40
$953K 0.2%
36,196
-883
41
$915K 0.19%
+4,279
42
$814K 0.17%
+2,481
43
$770K 0.16%
+1,487
44
$745K 0.15%
+3,391
45
$621K 0.13%
+2,879
46
$602K 0.12%
+1,285
47
$529K 0.11%
+2,834
48
$484K 0.1%
15,176
-4
49
$479K 0.1%
+2,339
50
$448K 0.09%
+934
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