PWM

Praetorian Wealth Management Portfolio holdings

AUM $526M
1-Year Est. Return 15.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$487M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.31M
3
+$2.81M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$2.65M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.3M

Top Sells

1
+$1.15M
2
+$748K
3
+$603K
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$387K
5
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$183K

Sector Composition

1 Technology 1.16%
2 Consumer Discretionary 0.31%
3 Healthcare 0.07%
4 Industrials 0.05%
5 Financials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$429K 0.09%
+965
52
$412K 0.08%
+4,898
53
$410K 0.08%
+5,130
54
$342K 0.07%
11,525
-80
55
$325K 0.07%
+1,755
56
$315K 0.06%
+1,038
57
$305K 0.06%
+4,681
58
$262K 0.05%
+1,383
59
$256K 0.05%
+394
60
$249K 0.05%
+414
61
$229K 0.05%
+7,184
62
$224K 0.05%
+7,709
63
$221K 0.05%
+907
64
$27.8K 0.01%
+20,000
65
– –
-17,352
1 2
3