PWM
Praetorian Wealth Management Portfolio holdings
AUM
$435M
This Quarter Return
+5.02%
1 Year Return
+13%
3 Year Return
+44.31%
5 Year Return
+62.56%
10 Year Return
–
AUM
$324M
AUM Growth
+$324M
(+5.2%)
Cap. Flow
+$1.21M
Cap. Flow
% of AUM
0.37%
Top 10 Holdings %
Top 10 Hldgs %
67.45%
Holding
38
New
1
Increased
26
Reduced
6
Closed
1
Top Buys
| 1 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$1.11M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$701K |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$679K |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$639K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$417K |
Top Sells
Sector Composition
| 1 | Technology | 1.16% |
| 2 | Industrials | 0.06% |
| 3 | Healthcare | 0.01% |
