BWM

Braver Wealth Management Portfolio holdings

AUM $616M
1-Year Est. Return 12.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$403M
AUM Growth
-$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$8.12M
3
+$6.55M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.49M
5
IYR icon
iShares US Real Estate ETF
IYR
+$5.63M

Top Sells

1
+$17.6M
2
+$8.38M
3
+$8.24M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.63M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.81M

Sector Composition

1 Financials 4.65%
2 Healthcare 4.28%
3 Technology 3.71%
4 Industrials 2.01%
5 Consumer Discretionary 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
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