PWM
Praetorian Wealth Management Portfolio holdings
AUM
$435M
This Quarter Return
+5.81%
1 Year Return
+13%
3 Year Return
+44.31%
5 Year Return
+62.56%
10 Year Return
–
AUM
$308M
AUM Growth
+$308M
(+4.4%)
Cap. Flow
-$2.72M
Cap. Flow
% of AUM
-0.88%
Top 10 Holdings %
Top 10 Hldgs %
67.48%
Holding
61
New
–
Increased
29
Reduced
4
Closed
28
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.97M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$1.3M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$1.04M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.03M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$911K |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 0% |
| 2 | Financials | 0% |
| 3 | Healthcare | 0% |
| 4 | Technology | 0% |
