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
$346M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$2.99M
3
+$2.94M
4
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$1.74M
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$1.08M

Top Sells

1
+$3.88M
2
+$3.71M
3
+$3.21M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$3.14M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$2.58M

Sector Composition

1 Technology 1.19%
2 Consumer Discretionary 0.28%
3 Industrials 0.09%
4 Healthcare 0.08%
5 Communication Services 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$278K 0.08%
+3,419
52
$277K 0.08%
+3,574
53
$230K 0.07%
+4,155
54
$210K 0.06%
+845
55
$204K 0.06%
+1,449
56
$202K 0.06%
+1,920
57
$51.7K 0.02%
67
58
– –
-10,233
59
– –
-9,087
60
– –
-146,227
61
– –
-125,631
1 2
3