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
$597M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$6.95M
3
+$6.87M
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$6.75M
5
IYW icon
iShares US Technology ETF
IYW
+$6.57M

Top Sells

1
+$13.1M
2
+$10.9M
3
+$10.6M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$8.82M
5
IYZ icon
iShares US Telecommunications ETF
IYZ
+$7.3M

Sector Composition

1 Healthcare 5.98%
2 Technology 4.87%
3 Financials 4.57%
4 Industrials 3.03%
5 Energy 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABBV icon
26
AbbVie
ABBV
$403B
$6.32M 1.06%
100,178
-22,528
EFA icon
27
iShares MSCI EAFE ETF
EFA
$69.1B
$6.32M 1.06%
106,816
+11,411
INTC icon
28
Intel
INTC
$193B
$5.8M 0.97%
153,690
-8,181
DXJ icon
29
WisdomTree Japan Hedged Equity Fund
DXJ
$4.83B
$5.76M 0.96%
134,136
+14,330
MSFT icon
30
Microsoft
MSFT
$3.57T
$5.7M 0.96%
99,004
-6,537
GILD icon
31
Gilead Sciences
GILD
$153B
$5.09M 0.85%
64,296
+24,364
IWR icon
32
iShares Russell Mid-Cap ETF
IWR
$45.9B
$5.07M 0.85%
116,304
+516
KBE icon
33
State Street SPDR S&P Bank ETF
KBE
$1.41B
$5.06M 0.85%
151,648
+19
JPM icon
34
JPMorgan Chase
JPM
$857B
$4.98M 0.83%
74,772
+399
GE icon
35
GE Aerospace
GE
$308B
$4.83M 0.81%
34,010
+1,901
BAC icon
36
Bank of America
BAC
$395B
$4.78M 0.8%
305,155
-369
IAU icon
37
iShares Gold Trust
IAU
$65.5B
$4.63M 0.78%
182,506
+174,563
TLT icon
38
iShares 20+ Year Treasury Bond ETF
TLT
$49.2B
$4.53M 0.76%
32,953
-16,463
HYG icon
39
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.2B
$4.41M 0.74%
50,525
+1,132
WFC icon
40
Wells Fargo
WFC
$283B
$4.26M 0.71%
96,294
+1,679
EWZ icon
41
iShares MSCI Brazil ETF
EWZ
$6.81B
$4.14M 0.69%
+122,740
ENZL icon
42
iShares MSCI New Zealand ETF
ENZL
$71.3M
$4.11M 0.69%
+87,660
SLB icon
43
SLB Ltd
SLB
$56.8B
$4.09M 0.69%
52,020
-1,116
BA icon
44
Boeing
BA
$153B
$4.04M 0.68%
30,648
+2,104
INDA icon
45
iShares MSCI India ETF
INDA
$9.46B
$3.99M 0.67%
+135,703
AMGN icon
46
Amgen
AMGN
$183B
$3.97M 0.67%
23,824
-7,284
WHR icon
47
Whirlpool
WHR
$4.45B
$3.95M 0.66%
24,386
+6,282
PFE icon
48
Pfizer
PFE
$146B
$3.93M 0.66%
122,329
-6,353
EWY icon
49
iShares MSCI South Korea ETF
EWY
$7.06B
$3.91M 0.66%
+67,268
RTX icon
50
RTX Corp
RTX
$229B
$3.77M 0.63%
58,882
+351
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