PWM
Praetorian Wealth Management Portfolio holdings
AUM
$435M
This Quarter Return
+6.69%
1 Year Return
+13%
3 Year Return
+44.31%
5 Year Return
+62.56%
10 Year Return
–
AUM
$374M
AUM Growth
+$374M
(+8.1%)
Cap. Flow
+$6.2M
Cap. Flow
% of AUM
1.66%
Top 10 Holdings %
Top 10 Hldgs %
70.13%
Holding
59
New
1
Increased
24
Reduced
9
Closed
23
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
W.W. Grainger
GWW
$48.7B
| – | – |
-370
| Closed | -$307K |
|
52
Alphabet (Google) Class C
GOOG
$2.79T
| – | – |
-1,449
| Closed | -$204K |
|
53
Amazon
AMZN
$2.41T
| – | – |
-3,129
| Closed | -$475K |
|
54
Vanguard Growth ETF
VUG
$185B
| – | – |
-934
| Closed | -$290K |
|
55
iShares Russell 1000 Growth ETF
IWF
$117B
| – | – |
-1,344
| Closed | -$407K |
|
56
Johnson & Johnson
JNJ
$429B
| – | – |
-1,857
| Closed | -$291K |
|
57
McDonald's
MCD
$226B
| – | – |
-1,000
| Closed | -$297K |
|
58
Microsoft
MSFT
$3.76T
| – | – |
-909
| Closed | -$342K |
|