PWM
Praetorian Wealth Management Portfolio holdings
AUM
$435M
This Quarter Return
+12.18%
1 Year Return
+13%
3 Year Return
+44.31%
5 Year Return
+62.56%
10 Year Return
–
AUM
$262M
AUM Growth
+$262M
(+16%)
Cap. Flow
+$31.1M
Cap. Flow
% of AUM
11.88%
Top 10 Holdings %
Top 10 Hldgs %
65.64%
Holding
65
New
5
Increased
28
Reduced
21
Closed
3
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$22.7M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$2.61M |
| 3 |
Vanguard Consumer Discretionary ETF
VCR
|
$2.55M |
| 4 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
$1.13M |
| 5 |
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
|
$998K |
Top Sells
| 1 |
Vanguard Energy ETF
VDE
|
$1.61M |
| 2 |
Vanguard Health Care ETF
VHT
|
$1.61M |
| 3 |
Vanguard Industrials ETF
VIS
|
$1.42M |
| 4 |
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
|
$696K |
| 5 |
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
|
$376K |
Sector Composition
| 1 | Technology | 0.7% |
| 2 | Utilities | 0.23% |
| 3 | Consumer Discretionary | 0.2% |
| 4 | Financials | 0.13% |
| 5 | Healthcare | 0.11% |
