PWM
Praetorian Wealth Management Portfolio holdings
AUM
$435M
This Quarter Return
-0.88%
1 Year Return
+13%
3 Year Return
+44.31%
5 Year Return
+62.56%
10 Year Return
–
AUM
$295M
AUM Growth
+$295M
(-1.4%)
Cap. Flow
+$3.43M
Cap. Flow
% of AUM
1.16%
Top 10 Holdings %
Top 10 Hldgs %
62.86%
Holding
64
New
–
Increased
33
Reduced
18
Closed
3
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.69M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$1.13M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$450K |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$378K |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
$266K |
Sector Composition
| 1 | Technology | 0.69% |
| 2 | Consumer Discretionary | 0.38% |
| 3 | Financials | 0.15% |
| 4 | Healthcare | 0.09% |
| 5 | Industrials | 0% |
