PWM
Praetorian Wealth Management Portfolio holdings
AUM
$435M
This Quarter Return
+9.77%
1 Year Return
+13%
3 Year Return
+44.31%
5 Year Return
+62.56%
10 Year Return
–
AUM
$346M
AUM Growth
+$346M
(+9.9%)
Cap. Flow
+$1.14M
Cap. Flow
% of AUM
0.33%
Top 10 Holdings %
Top 10 Hldgs %
67.42%
Holding
62
New
24
Increased
15
Reduced
17
Closed
4
Top Buys
| 1 |
iShares S&P 500 Value ETF
IVE
|
$3.05M |
| 2 |
Vanguard Energy ETF
VDE
|
$2.99M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$2.94M |
| 4 |
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
|
$1.74M |
| 5 |
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
|
$1.08M |
Top Sells
| 1 |
Vanguard Health Care ETF
VHT
|
$3.88M |
| 2 |
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
|
$3.71M |
| 3 |
IBML
iShares iBonds Dec 2023 Term Muni Bond ETF
IBML
|
$3.21M |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
$3.14M |
| 5 |
Vanguard Mid-Cap Growth ETF
VOT
|
$2.58M |
Sector Composition
| 1 | Technology | 1.17% |
| 2 | Consumer Discretionary | 0.28% |
| 3 | Healthcare | 0.1% |
| 4 | Industrials | 0.09% |
| 5 | Communication Services | 0.06% |
