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
51
$2.61M 0.54%
36,887
+2,757
52
$2.52M 0.52%
48,507
-30,356
53
$2.31M 0.48%
67,093
+49,240
54
$2.18M 0.45%
+50,684
55
$2.16M 0.44%
66,126
-32,075
56
$2.08M 0.43%
13,948
+470
57
$1.98M 0.41%
77,017
+2,056
58
$1.96M 0.4%
32,517
-49,074
59
$1.93M 0.4%
+47,218
60
$1.63M 0.33%
14,431
+1,920
61
$1.36M 0.28%
16,791
+9,575
62
$1.24M 0.26%
29,602
+17,990
63
$1.15M 0.24%
16,491
-1,807
64
$875K 0.18%
12,147
-110,560
65
$798K 0.16%
10,843
+25
66
$516K 0.11%
+6,131
67
$457K 0.09%
4,500
68
$336K 0.07%
12,000
+3,000
69
$317K 0.07%
6,120
+295
70
$314K 0.06%
6,684
+366
71
$239K 0.05%
4,734
+1
72
$239K 0.05%
+7,039
73
$230K 0.05%
2,817
74
$224K 0.05%
+2,155
75
$214K 0.04%
+4,765
1 2
3
4