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
101
$552K 0.09%
+52,018
102
$536K 0.09%
6,162
+31
103
$512K 0.08%
+5,107
104
$508K 0.08%
+10,053
105
$505K 0.08%
+1,400
106
$492K 0.08%
+9,600
107
$475K 0.08%
+4,976
108
$468K 0.08%
+7,333
109
$457K 0.08%
+7,437
110
$451K 0.07%
+3,179
111
$441K 0.07%
+7,172
112
$424K 0.07%
+7,800
113
$410K 0.07%
11,863
-54,263
114
$407K 0.07%
4,147
-29,098
115
$384K 0.06%
+12,980
116
$376K 0.06%
+10,941
117
$354K 0.06%
12,000
118
$350K 0.06%
6,942
+2,208
119
$326K 0.05%
+3,025
120
$323K 0.05%
16,349
-707,150
121
$320K 0.05%
+6,597
122
$316K 0.05%
+1,428
123
$308K 0.05%
+3,250
124
$305K 0.05%
7,300
+1,180
125
$295K 0.05%
+3,703
3 4
5
6 7