BWM
Braver Wealth Management Portfolio holdings
AUM
$616M
1-Year Est. Return
12.48%
1 Year Est. Return
+12.48%
AUM
$616M
AUM Growth
+$18.9M
(+3.2%)
Holding
163
Top Buys
| 1 | +$17.3M | |
| 2 | +$15.8M | |
| 3 | +$11.1M | |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$7.18M |
| 5 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$6.73M |
Top Sells
| 1 | +$11.8M | |
| 2 | +$10.9M | |
| 3 | +$10.3M | |
| 4 |
iShares US Real Estate ETF
IYR
|
+$10.1M |
| 5 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$9.96M |
Sector Composition
| 1 | Financials | 5.27% |
| 2 | Healthcare | 5.15% |
| 3 | Technology | 4.91% |
| 4 | Industrials | 3.38% |
| 5 | Energy | 2.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
iShares Gold Trust
IAU
$65.5B
| – | – |
-182,506
|
|
||
152
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.9B
| – | – |
-3,756
|
|
||
153
iShares MSCI India ETF
INDA
$9.45B
| – | – |
-135,703
|
|
||
|
154
iShares US Real Estate ETF
IYR
$4.14B
| – | – |
-125,779
|
|
||
|
LEO
155
BNY Mellon Strategic Municipals
LEO
$392M
| – | – |
-12,115
|
|
||
156
iShares National Muni Bond ETF
MUB
$41.4B
| – | – |
-1,833
|
|
||
157
Teva Pharmaceuticals
TEVA
$32.4B
| – | – |
-37,770
|
|
||
158
iShares 20+ Year Treasury Bond ETF
TLT
$49.3B
| – | – |
-32,953
|
|
||
159
Vanguard Dividend Appreciation ETF
VIG
$101B
| – | – |
-3,343
|
|
||
160
State Street Materials Select Sector SPDR ETF
XLB
$5.12B
| – | – |
-143,927
|
|
||
161
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.1B
| – | – |
-129,512
|
|
||
|
162
State Street Utilities Select Sector SPDR ETF
XLU
$21.7B
| – | – |
-203,257
|
|
||
163
Yum! Brands
YUM
$40.6B
| – | – |
-4,034
|
|