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
$295M
AUM Growth
-$4.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$293K
3
+$265K
4
IBMP icon
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
+$239K
5
IBMN icon
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$228K

Top Sells

1
+$1.69M
2
+$1.13M
3
+$450K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$378K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$266K

Sector Composition

1 Technology 0.69%
2 Consumer Discretionary 0.38%
3 Financials 0.15%
4 Healthcare 0.09%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$321K 0.11%
1,853
+54
52
$299K 0.1%
2,149
+77
53
$284K 0.1%
5,333
54
$271K 0.09%
934
55
$263K 0.09%
3,508
56
$251K 0.09%
2,463
+53
57
$248K 0.08%
2,623
+96
58
$246K 0.08%
9,840
59
$243K 0.08%
11,527
-550
60
$230K 0.08%
7,552
61
$224K 0.08%
4,265
+250
62
– –
-84
63
– –
-723
1 2
3