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
$486M
AUM Growth
+$83.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$14M
3
+$12.1M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$11.2M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$11.1M

Top Sells

1
+$15.2M
2
+$14.9M
3
+$9.63M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$7.85M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$7.81M

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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-281,332
81
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-100,130
83
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-9,615
84
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-94,258
85
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-11,757
86
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-13,686
87
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-150,396
88
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-302,712
89
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-44,135
90
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-77,299
91
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-3,251
92
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-44,406
93
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-2,284
94
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-118,989
1 2 3
4