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
51
$3.45M 0.57%
55,136
+6,629
52
$3.35M 0.55%
+21,310
53
$3.3M 0.54%
+40,134
54
$3.23M 0.53%
9,490
+475
55
$3.21M 0.53%
+30,486
56
$3.05M 0.5%
30,711
+3,785
57
$2.99M 0.49%
38,420
+2,143
58
$2.81M 0.46%
38,745
+1,858
59
$2.78M 0.46%
68,565
+4,444
60
$2.76M 0.45%
83,030
+77,623
61
$2.6M 0.43%
+43,853
62
$2.6M 0.43%
+66,806
63
$2.43M 0.4%
+62,265
64
$2.35M 0.39%
+37,232
65
$2.19M 0.36%
+42,859
66
$2.11M 0.35%
34,059
+1,542
67
$2.11M 0.35%
63,393
-3,700
68
$2.03M 0.33%
+19,799
69
$1.86M 0.31%
+30,571
70
$1.85M 0.31%
+24,234
71
$1.8M 0.3%
66,392
-345,252
72
$1.68M 0.28%
+19,670
73
$1.67M 0.27%
123,635
-62,824
74
$1.66M 0.27%
65,434
-11,583
75
$1.44M 0.24%
+12,073
1 2
3
4 5