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
$374M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$3.63M
3
+$1.22M
4
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$949K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$908K

Top Sells

1
+$1.39M
2
+$1.13M
3
+$771K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$622K
5
IBMM
iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
+$549K

Sector Composition

1 Technology 0.88%
2 Healthcare 0.01%
3 Communication Services 0%
4 Consumer Discretionary 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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-909
52
– –
-16,560
53
– –
-15,096
54
– –
-2,547
55
– –
-9,816
56
– –
-2,623
57
– –
-934
58
– –
-67
1 2
3