PWM
Praetorian Wealth Management Portfolio holdings
AUM
$435M
This Quarter Return
+6.38%
1 Year Return
+13%
3 Year Return
+44.31%
5 Year Return
+62.56%
10 Year Return
–
AUM
$278M
AUM Growth
+$278M
(+4.1%)
Cap. Flow
+$1.05M
Cap. Flow
% of AUM
0.38%
Top 10 Holdings %
Top 10 Hldgs %
63.33%
Holding
59
New
4
Increased
31
Reduced
17
Closed
4
Top Buys
| 1 |
Vanguard Mid-Cap Growth ETF
VOT
|
$2.52M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$1.69M |
| 3 |
Vanguard Small-Cap Growth ETF
VBK
|
$1.54M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.43M |
| 5 |
Apple
AAPL
|
$1.28M |
Top Sells
Sector Composition
| 1 | Technology | 0.93% |
| 2 | Consumer Discretionary | 0.38% |
| 3 | Industrials | 0.21% |
| 4 | Healthcare | 0.17% |
