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
$608M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$17.6M
3
+$17M
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$16.9M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$14.6M

Top Sells

1
+$21.2M
2
+$14M
3
+$11.3M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$10.4M
5
IYW icon
iShares US Technology ETF
IYW
+$9.37M

Sector Composition

1 Healthcare 5.24%
2 Technology 4.86%
3 Financials 4.75%
4 Industrials 3.94%
5 Energy 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.14M 1.01%
73,404
+32,695
27
$6.09M 1%
51,731
+47,231
28
$6.08M 1%
110,008
+48,357
29
$5.71M 0.94%
37,453
+23,505
30
$5.52M 0.91%
30,586
+2,619
31
$5.18M 0.85%
103,928
+952
32
$5.12M 0.84%
378,797
+109,630
33
$4.98M 0.82%
122,220
+1,700
34
$4.89M 0.81%
61,838
-143,268
35
$4.83M 0.8%
42,341
-13,471
36
$4.83M 0.79%
32,202
+2,550
37
$4.62M 0.76%
152,000
-241,987
38
$4.52M 0.74%
93,455
+40,941
39
$4.45M 0.73%
106,252
+101,487
40
$4.37M 0.72%
+53,498
41
$4.23M 0.7%
39,059
+11,111
42
$4.22M 0.7%
130,593
+39,828
43
$4.18M 0.69%
40,824
+8,676
44
$4.18M 0.69%
86,193
-213
45
$4.01M 0.66%
36,313
-93,896
46
$4.01M 0.66%
54,328
+37,837
47
$3.93M 0.65%
45,818
-365
48
$3.9M 0.64%
102,260
+21,100
49
$3.75M 0.62%
133,472
+41,169
50
$3.67M 0.6%
39,959
-4,240
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