PWM
Praetorian Wealth Management Portfolio holdings
AUM
$526M
1-Year Est. Return
15.05%
This Fund
S&P 500
1 Year Est. Return
+15.05%
AUM
$526M
AUM Growth
+$22.5M
(+4.5%)
Holding
79
Top Buys
| 1 | +$3.55M | |
| 2 | +$2.88M | |
| 3 | +$2.15M | |
| 4 |
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
|
+$1.85M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$1.76M |
Top Sells
| 1 | +$696K | |
| 2 | +$692K | |
| 3 | +$369K | |
| 4 |
iShares S&P 500 Value ETF
IVE
|
+$236K |
| 5 |
Eli Lilly
LLY
|
+$220K |
Sector Composition
| 1 | Technology | 1.28% |
| 2 | Consumer Discretionary | 0.33% |
| 3 | Industrials | 0.13% |
| 4 | Communication Services | 0.12% |
| 5 | Healthcare | 0.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares New York Muni Bond ETF
NYF
$1.24B
| $205K | 0.04% |
+3,846
|
|
||
77
Telomir Pharmaceuticals
TELO
$46.1M
| $26.6K | 0.01% |
20,000
+10,000
|
|
||
78
Meta Platforms (Facebook)
META
$1.7T
| – | – |
-321
|
|
||
|
79
Eli Lilly
LLY
$809B
| – | – |
-205
|
|