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
$412M
AUM Growth
+$9.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.4M
3
+$1.19M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.05M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.01M

Top Sells

1
+$3.49M
2
+$2.66M
3
+$979K
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$943K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$552K

Sector Composition

1 Technology 1.42%
2 Consumer Discretionary 0.34%
3 Healthcare 0.07%
4 Communication Services 0.05%
5 Financials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$297K 0.07%
+10,644
52
$285K 0.07%
+984
53
$259K 0.06%
+4,155
54
$258K 0.06%
+750
55
$254K 0.06%
1,753
+1
56
$247K 0.06%
+1,920
57
$212K 0.05%
+414
58
$207K 0.05%
+1,087
59
$206K 0.05%
+1,258
60
$205K 0.05%
+7,184
61
$19.9K ﹤0.01%
17,500
62
– –
-105,515
63
– –
-133,893
1 2
3