PWM
Praetorian Wealth Management Portfolio holdings
AUM
$435M
This Quarter Return
-3.89%
1 Year Return
+13%
3 Year Return
+44.31%
5 Year Return
+62.56%
10 Year Return
–
AUM
$315M
AUM Growth
+$315M
(-2.8%)
Cap. Flow
+$3.77M
Cap. Flow
% of AUM
1.2%
Top 10 Holdings %
Top 10 Hldgs %
67.16%
Holding
39
New
2
Increased
20
Reduced
14
Closed
1
Top Buys
| 1 |
iShares S&P 500 Value ETF
IVE
|
$3.88M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$3.79M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.5M |
| 4 |
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
|
$1.3M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$757K |
Top Sells
| 1 |
Vanguard Mid-Cap ETF
VO
|
$1.73M |
| 2 |
Vanguard Small-Cap Value ETF
VBR
|
$1.54M |
| 3 |
Vanguard Mid-Cap Growth ETF
VOT
|
$1.42M |
| 4 |
Vanguard Small-Cap Growth ETF
VBK
|
$1.38M |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
$1.34M |
Sector Composition
| 1 | Technology | 1.05% |
| 2 | Healthcare | 0.04% |
| 3 | Industrials | 0% |
