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
$586M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$15.8M
3
+$10.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.1M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.29M

Top Sells

1
+$22.5M
2
+$16.2M
3
+$13.6M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.45M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$7.27M

Sector Composition

1 Healthcare 5.8%
2 Financials 4.59%
3 Technology 4.35%
4 Industrials 3.2%
5 Energy 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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155
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158
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-123,676
159
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160
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161
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162
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-2,687
163
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-1,400
3 4 5 6
7