PWM

Praetorian Wealth Management Portfolio holdings

AUM $504M
1-Year Est. Return 14.9%
This Quarter Est. Return
1 Year Est. Return
+14.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$402M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$501K
2
+$426K
3
+$292K
4
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$232K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$189K

Top Sells

1
+$1.08M
2
+$797K
3
+$723K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$686K
5
AMZN icon
Amazon
AMZN
+$597K

Sector Composition

1 Technology 1.1%
2 Healthcare 0.07%
3 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-2,574
52
– –
-3,480
53
– –
-3,650
54
– –
-3,927
55
– –
-1,470
56
– –
-9,186
57
– –
-2,565
1 2
3