PWM
Praetorian Wealth Management Portfolio holdings
AUM
$435M
This Quarter Return
+4.89%
1 Year Return
+13%
3 Year Return
+44.31%
5 Year Return
+62.56%
10 Year Return
–
AUM
$284M
AUM Growth
+$284M
(+8.3%)
Cap. Flow
+$4.03M
Cap. Flow
% of AUM
1.42%
Top 10 Holdings %
Top 10 Hldgs %
65.23%
Holding
62
New
–
Increased
32
Reduced
16
Closed
6
Top Buys
| 1 |
Vanguard Communication Services ETF
VOX
|
$3.78M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$1.9M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$1.23M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$1.17M |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
$772K |
Top Sells
Sector Composition
| 1 | Technology | 0.66% |
| 2 | Utilities | 0.18% |
| 3 | Financials | 0.16% |
| 4 | Consumer Discretionary | 0.14% |
| 5 | Healthcare | 0.1% |
