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
$284M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$1.9M
3
+$1.23M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.17M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$772K

Top Sells

1
+$5.71M
2
+$4.56M
3
+$747K
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$282K
5
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$279K

Sector Composition

1 Technology 0.66%
2 Utilities 0.18%
3 Financials 0.16%
4 Consumer Discretionary 0.14%
5 Healthcare 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$298K 0.11%
1,229
52
$296K 0.1%
18,272
-2,192
53
$270K 0.1%
3,676
54
$261K 0.09%
5,015
55
$255K 0.09%
12,077
-1,184
56
– –
-12,000
57
– –
-10,072
58
– –
-7,887
59
– –
-2,609
60
– –
-934
61
– –
-3,549
1 2
3