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
$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
– –
-4,838
53
– –
-2,879
54
– –
-2,463
55
– –
-2,149
56
– –
-6,673
57
– –
-4,838
58
– –
-934
59
– –
-11,527
60
– –
-60,901
61
– –
-51,175
1 2
3