BWM

Braver Wealth Management Portfolio holdings

AUM $616M
1-Year Est. Return 12.48%
This Fund
S&P 500
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
+$22.2M
2
+$17.4M
3
+$16.6M
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$16.5M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$13.6M

Top Sells

1
+$20.1M
2
+$13.5M
3
+$10.7M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$10M
5
IYW icon
iShares US Technology ETF
IYW
+$8.72M

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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-96,663
152
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154
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-13,000
155
– –
-7,039
156
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-68,110
157
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-50,684
158
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-1,899
3 4 5 6
7