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
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1M
3
+$881K
4
IBMQ icon
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
+$843K
5
IBMP icon
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
+$822K

Top Sells

1
+$966K
2
+$839K
3
+$744K
4
VDE icon
Vanguard Energy ETF
VDE
+$563K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$498K

Sector Composition

1 Technology 1.05%
2 Industrials 0.08%
3 Consumer Discretionary 0%
4 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-2,879
52
– –
-2,794
53
– –
-2,209
54
– –
-9,393
55
– –
-2,606
1 2
3