BWM
Braver Wealth Management Portfolio holdings
AUM
$616M
1-Year Return
12.48%
This Quarter Return
+0.98%
1 Year Return
+12.48%
3 Year Return
+20.44%
5 Year Return
–
10 Year Return
–
AUM
$217M
AUM Growth
–
Cap. Flow
+$217M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
66.61%
Holding
64
New
64
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$48.1M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$24.2M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$19.3M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$12M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$9.78M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.05% |
| 2 | Financials | 3.13% |
| 3 | Healthcare | 2.75% |
| 4 | Industrials | 2.01% |
| 5 | Energy | 1.54% |
