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
$267M
AUM Growth
-$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$2.37M
3
+$1.42M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$721K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$465K

Top Sells

1
+$1.07M
2
+$440K
3
+$339K
4
IBMM
iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
+$324K
5
IBMK
iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK
+$302K

Sector Composition

1 Technology 0.53%
2 Consumer Discretionary 0.39%
3 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$232K 0.09%
+3,127
52
$209K 0.08%
+2,613
53
$208K 0.08%
+2,761
54
$39K 0.01%
5
55
– –
-1,841
1 2
3