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
151
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-214,850
152
– –
-226,682
153
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-13,000
154
– –
-7,039
155
– –
-68,110
156
– –
-50,684
157
– –
-1,899
158
– –
-11,670
3 4 5 6
7