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
76
$1.41M 0.23%
+13,373
77
$1.33M 0.22%
16,079
-712
78
$1.31M 0.22%
+46,082
79
$1.23M 0.2%
+8,477
80
$1.1M 0.18%
29,353
-249
81
$1.1M 0.18%
+13,323
82
$1.07M 0.18%
+318,471
83
$985K 0.16%
+24,956
84
$961K 0.16%
+17,774
85
$931K 0.15%
27,196
-171,165
86
$907K 0.15%
11,346
+503
87
$886K 0.15%
+23,800
88
$830K 0.14%
12,244
+97
89
$761K 0.13%
+11,929
90
$755K 0.12%
+8,957
91
$722K 0.12%
+14,798
92
$695K 0.11%
+7,981
93
$685K 0.11%
+25,698
94
$645K 0.11%
+10,802
95
$635K 0.1%
+6,717
96
$598K 0.1%
5,831
+3,676
97
$595K 0.1%
+20,814
98
$595K 0.1%
+4,273
99
$577K 0.1%
+4,594
100
$565K 0.09%
+9,294
2 3
4
5 6