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
$278M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.69M
3
+$1.54M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.43M
5
AAPL icon
Apple
AAPL
+$1.28M

Top Sells

1
+$4.15M
2
+$2.99M
3
+$2.15M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.98M
5
IBMK
iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK
+$1.94M

Sector Composition

1 Technology 0.94%
2 Consumer Discretionary 0.38%
3 Industrials 0.21%
4 Healthcare 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$217K 0.08%
2,578
-120
52
$206K 0.07%
+370
53
$201K 0.07%
+4,155
54
$28.8K 0.01%
8
+3
55
– –
-52,141
56
– –
-13,822
57
– –
-74,795
58
– –
-85,865
1 2
3