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
$435M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$41.5M
3
+$19.8M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.74M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.1M

Top Sells

1
+$46.5M
2
+$41.3M
3
+$19.4M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$5.21M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$5.06M

Sector Composition

1 Technology 0.81%
2 Financials 0.17%
3 Consumer Discretionary 0%
4 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-4,343
52
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-2,879
53
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-34,534
54
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-4,155
55
– –
-7,184
56
– –
-3,328
57
– –
-2,526
58
– –
-1,593
59
– –
-9,709
60
– –
-2,458
61
– –
-965
62
– –
-1,752
1 2
3