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
$227M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$869K
3
+$839K
4
IBMP icon
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
+$762K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$728K

Top Sells

1
+$922K
2
+$174K
3
+$50.2K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$31.1K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$26.7K

Sector Composition

1 Technology 0.71%
2 Utilities 0.25%
3 Financials 0.21%
4 Consumer Discretionary 0.18%
5 Healthcare 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$296K 0.13%
13,869
-65
52
$277K 0.12%
5,346
+56
53
$267K 0.12%
1,229
54
$262K 0.12%
2,724
55
$218K 0.1%
+1,335
56
$217K 0.1%
22,886
57
$214K 0.09%
8,012
-1,165
58
$213K 0.09%
+934
59
$210K 0.09%
+3,533
60
– –
-36,178
1 2
3