BWM
Braver Wealth Management Portfolio holdings
AUM
$616M
This Quarter Return
+3.86%
1 Year Return
+12.48%
3 Year Return
+20.44%
5 Year Return
–
10 Year Return
–
AUM
$387M
AUM Growth
+$38.7M
(+11%)
Cap. Flow
+$33.4M
Cap. Flow
% of AUM
8.63%
Top 10 Holdings %
Top 10 Hldgs %
61.6%
Holding
91
New
15
Increased
32
Reduced
33
Closed
3
Top Buys
| 1 |
iShares Russell 2000 Growth ETF
IWO
|
$13.1M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$12.9M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$11.2M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$6.8M |
| 5 |
VanEck Semiconductor ETF
SMH
|
$6.31M |
Top Sells
| 1 |
iShares Russell 2000 Value ETF
IWN
|
$13.6M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$11.7M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$6.71M |
| 4 |
Invesco QQQ Trust
QQQ
|
$4.3M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$3.81M |
Sector Composition
| 1 | Technology | 2.91% |
| 2 | Healthcare | 2.63% |
| 3 | Financials | 1.37% |
| 4 | Energy | 1.37% |
| 5 | Industrials | 1.3% |
