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PWM
Praetorian Wealth Management Portfolio holdings
AUM
$580M
1-Year Est. Return
19.43%
This Fund
S&P 500
This Quarter
Est. Return
+13.2%
1 Year Est. Return
+19.43%
3 Year Est. Return
+53.77%
5 Year Est. Return
+48.58%
10 Year Est. Return
–
AUM
$580M
AUM Growth
+$53.4M
(+10%)
Cap. Flow
+$6.09M
Cap. Flow
% of AUM
1.05%
Top 10 Holdings %
Top 10 Hldgs %
63.16%
Holding
85
New
8
Increased
40
Reduced
23
Closed
1
Top Buys
| 1 |
Vanguard Materials ETF
VAW
|
+$2.93M |
| 2 |
Coca-Cola
KO
|
+$2.02M |
| 3 |
Vanguard Mega Cap Value ETF
MGV
|
+$1.68M |
| 4 |
Vanguard Mega Cap Growth ETF
MGK
|
+$1.13M |
| 5 |
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
|
+$973K |
Top Sells
Sector Composition
| 1 | Technology | 1.44% |
| 2 | Consumer Staples | 0.36% |
| 3 | Consumer Discretionary | 0.32% |
| 4 | Healthcare | 0.18% |
| 5 | Communication Services | 0.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SCHV
76
Schwab US Large-Cap Value ETF
SCHV
$15.7B
| $240K | 0.04% |
6,901
| – | – |
|
77
iShares Core S&P Mid-Cap ETF
IJH
$122B
| $231K | 0.04% |
2,996
-1,168
| -28% | -$85.7K |
|
78
Amgen
AMGN
$192B
| $229K | 0.04% |
+633
| New | +$217K |
|
79
Vanguard Value ETF
VTV
$187B
| $228K | 0.04% |
1,045
| – | – |
|
80
Lam Research
LRCX
$433B
| $217K | 0.04% |
+500
| New | +$152K |
|
81
iShares New York Muni Bond ETF
NYF
$1.38B
| $207K | 0.04% |
3,846
| – | – |
|
82
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
| $204K | 0.04% |
+2,461
| New | +$196K |
|
83
iShares US Technology ETF
IYW
$24.9B
| $202K | 0.03% |
+800
| New | +$184K |
|
84
Telomir Pharmaceuticals
TELO
$85.3M
| $25.6K | ﹤0.01% |
20,000
| – | – |
|
85
Northrop Grumman
NOC
$75.1B
| – | – |
-341
| Closed | -$234K |
|
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