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
$391M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.08M
3
+$797K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$686K
5
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$626K

Top Sells

1
+$612K
2
+$404K
3
+$335K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$271K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$244K

Sector Composition

1 Technology 1.24%
2 Consumer Discretionary 0.22%
3 Healthcare 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$251K 0.06%
+984
52
$243K 0.06%
+4,155
53
$236K 0.06%
+750
54
$228K 0.06%
+1,920
55
$217K 0.06%
+1,470
56
$210K 0.05%
+439
57
$17.5K ﹤0.01%
27,500
1 2
3