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
$204M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$23.7M
3
+$19.6M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$13M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$12.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.7%
2 Utilities 0.29%
3 Financials 0.25%
4 Consumer Discretionary 0.18%
5 Healthcare 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$256K 0.13%
+2,724
52
$245K 0.12%
+22,886
53
$243K 0.12%
+4,254
54
$236K 0.12%
+1,229
55
$223K 0.11%
+9,177
1 2
3