PWM

Praetorian Wealth Management Portfolio holdings

AUM $504M
1-Year Est. Return 14.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$308M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.28M
3
+$1.04M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$997K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$885K

Top Sells

1
+$1.51M
2
+$1.31M
3
+$1.11M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.07M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$892K

Sector Composition

1 Consumer Discretionary 0%
2 Financials 0%
3 Healthcare 0%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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52
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-934
53
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54
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-60,901
55
– –
-51,175
56
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-7,840
57
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-2,200
58
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-4,838
59
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-2,292
60
– –
-9,840
61
– –
-3,183
1 2
3