BWM

Braver Wealth Management Portfolio holdings

AUM $616M
1-Year Est. Return 12.48%
This Quarter Est. Return
1 Year Est. Return
+12.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$486M
AUM Growth
+$83.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$13.8M
3
+$12M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$11.3M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$10.9M

Top Sells

1
+$15.2M
2
+$14.9M
3
+$9.63M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$7.96M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$7.85M

Sector Composition

1 Financials 4.82%
2 Healthcare 4.14%
3 Technology 3.14%
4 Industrials 2.12%
5 Energy 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.56M 0.94%
226,682
+10,361
27
$4.53M 0.93%
269,167
+11,652
28
$4.47M 0.92%
44,199
+2,868
29
$4.31M 0.89%
86,406
-24,150
30
$4.11M 0.85%
27,967
+1,375
31
$4.02M 0.83%
+96,663
32
$3.88M 0.8%
+214,850
33
$3.84M 0.79%
+46,183
34
$3.42M 0.7%
61,651
-551
35
$3.27M 0.67%
68,110
+763
36
$3.17M 0.65%
40,709
+1,392
37
$3.16M 0.65%
+81,160
38
$3.13M 0.64%
90,765
+4,366
39
$3.07M 0.63%
9,015
+211
40
$2.99M 0.62%
48,286
+1,551
41
$2.98M 0.61%
32,148
+2,849
42
$2.92M 0.6%
33,245
+1,406
43
$2.87M 0.59%
27,948
-1,158
44
$2.85M 0.59%
52,514
+1,890
45
$2.83M 0.58%
26,926
+518
46
$2.83M 0.58%
92,303
+6,313
47
$2.79M 0.57%
+36,277
48
$2.74M 0.56%
64,121
+3,769
49
$2.73M 0.56%
+35,862
50
$2.63M 0.54%
186,459
-70,051
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