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
State Street Utilities Select Sector SPDR ETF
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
126
$293K 0.05%
6,024
-660
127
$290K 0.05%
+6,260
128
$274K 0.05%
+5,002
129
$274K 0.05%
3,167
+350
130
$267K 0.04%
+2,492
131
$254K 0.04%
+6,488
132
$254K 0.04%
+2,634
133
$247K 0.04%
+8,090
134
$239K 0.04%
+8,582
135
$237K 0.04%
+4,034
136
$233K 0.04%
+2,285
137
$229K 0.04%
+2,836
138
$219K 0.04%
+1,964
139
$218K 0.04%
2,838
-33,024
140
$214K 0.04%
+1,602
141
$213K 0.04%
+2,611
142
$205K 0.03%
+4,206
143
$202K 0.03%
+2,687
144
$202K 0.03%
+5,152
145
$202K 0.03%
+2,484
146
$165K 0.03%
+3,605
147
$47K 0.01%
+29,662
148
– –
-48,286
149
– –
-47,218
150
– –
-96,663
3 4 5
6
7