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
$504M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

1 +$4.08M
2 +$3.72M
3 +$2.84M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$553K
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$514K

Sector Composition

1 Technology 1.45%
2 Consumer Discretionary 0.35%
3 Communication Services 0.17%
4 Healthcare 0.12%
5 Industrials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IBDQ
76
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
-147,564