PWM
Praetorian Wealth Management Portfolio holdings
AUM
$435M
This Quarter Return
+5.75%
1 Year Return
+13%
3 Year Return
+44.31%
5 Year Return
+62.56%
10 Year Return
–
AUM
$299M
AUM Growth
+$299M
(+5.5%)
Cap. Flow
-$41.8M
Cap. Flow
% of AUM
-13.96%
Top 10 Holdings %
Top 10 Hldgs %
63.54%
Holding
66
New
10
Increased
31
Reduced
15
Closed
2
Top Buys
| 1 |
Vanguard Mid-Cap Growth ETF
VOT
|
$1.65M |
| 2 |
Vanguard Mid-Cap Value ETF
VOE
|
$1.43M |
| 3 |
Vanguard Information Technology ETF
VGT
|
$1.08M |
| 4 |
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
|
$972K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$961K |
Top Sells
| 1 |
Vanguard Consumer Discretionary ETF
VCR
|
$42.1M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$17.6M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$2.06M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$546K |
| 5 |
American States Water
AWR
|
$517K |
Sector Composition
| 1 | Technology | 0.67% |
| 2 | Consumer Discretionary | 0.34% |
| 3 | Financials | 0.14% |
| 4 | Healthcare | 0.09% |
| 5 | Industrials | 0.03% |
