PWM
Praetorian Wealth Management Portfolio holdings
AUM
$435M
This Quarter Return
+16.37%
1 Year Return
+13%
3 Year Return
+44.31%
5 Year Return
+62.56%
10 Year Return
–
AUM
$204M
AUM Growth
–
Cap. Flow
+$204M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
66.15%
Holding
56
New
56
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$23.9M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$23.7M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$19.6M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$13M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$12.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.7% |
| 2 | Utilities | 0.29% |
| 3 | Financials | 0.25% |
| 4 | Consumer Discretionary | 0.18% |
| 5 | Healthcare | 0.14% |
