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
$299M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.43M
3
+$1.08M
4
IBMQ icon
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
+$972K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$961K

Top Sells

1
+$42.1M
2
+$17.6M
3
+$2.06M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$546K
5
AWR icon
American States Water
AWR
+$517K

Sector Composition

1 Technology 0.67%
2 Consumer Discretionary 0.34%
3 Financials 0.14%
4 Healthcare 0.09%
5 Industrials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$325K 0.11%
+1,799
52
$299K 0.1%
5,333
53
$287K 0.1%
+2,072
54
$272K 0.09%
3,508
-168
55
$267K 0.09%
+934
56
$256K 0.09%
+9,840
57
$254K 0.08%
12,077
58
$248K 0.08%
+7,552
59
$245K 0.08%
+2,410
60
$240K 0.08%
+2,527
61
$215K 0.07%
4,015
-1,000
62
$104K 0.03%
+723
63
$95K 0.03%
+84
64
– –
-6,843
65
– –
-1,380
1 2
3