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
76
$212K 0.04%
+1,899
77
$204K 0.04%
+5,407
78
$200K 0.04%
+11,670
79
$178K 0.04%
13,000
80
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88
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89
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90
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-44,406
91
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-2,284
92
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-118,989
93
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-281,332
94
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-142,492
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