PWM
Praetorian Wealth Management Portfolio holdings
AUM
$435M
This Quarter Return
-13.14%
1 Year Return
+13%
3 Year Return
+44.31%
5 Year Return
+62.56%
10 Year Return
–
AUM
$272M
AUM Growth
+$272M
(-7.2%)
Cap. Flow
+$18M
Cap. Flow
% of AUM
6.61%
Top 10 Holdings %
Top 10 Hldgs %
63.83%
Holding
41
New
10
Increased
26
Reduced
5
Closed
–
Top Buys
| 1 |
Vanguard Information Technology ETF
VGT
|
$5.29M |
| 2 |
Vanguard Consumer Discretionary ETF
VCR
|
$4.58M |
| 3 |
Apple
AAPL
|
$1.1M |
| 4 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$786K |
| 5 |
McDonald's
MCD
|
$785K |
Top Sells
Sector Composition
| 1 | Technology | 0.4% |
| 2 | Consumer Discretionary | 0.29% |
| 3 | Healthcare | 0.01% |
| 4 | Industrials | 0.01% |
