PWM

Praetorian Wealth Management Portfolio holdings

AUM $504M
1-Year Est. Return 14.9%
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
+$1.97M
2
+$1.3M
3
+$1.04M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.03M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$911K

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
– –
-3,608
52
– –
-8,491
53
– –
-2,623
54
– –
-1,853
55
– –
-40,278
56
– –
-18,432
57
– –
-18,248
58
– –
-7,552
59
– –
-3,508
60
– –
-2,628
61
– –
-1,273
1 2
3