BWM
Braver Wealth Management Portfolio holdings
AUM
$616M
1-Year Est. Return
12.48%
1 Year Est. Return
+12.48%
AUM
$597M
AUM Growth
+$10.8M
(+1.8%)
Holding
155
Top Buys
| 1 | +$13.4M | |
| 2 | +$6.95M | |
| 3 | +$6.87M | |
| 4 |
iShares Mortgage Real Estate ETF
REM
|
+$6.75M |
| 5 |
iShares US Technology ETF
IYW
|
+$6.57M |
Top Sells
| 1 | +$13.1M | |
| 2 | +$10.9M | |
| 3 | +$10.6M | |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
+$8.82M |
| 5 |
iShares US Telecommunications ETF
IYZ
|
+$7.3M |
Sector Composition
| 1 | Healthcare | 5.98% |
| 2 | Technology | 4.87% |
| 3 | Financials | 4.57% |
| 4 | Industrials | 3.03% |
| 5 | Energy | 2.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Phillips 66
PSX
$52.2B
| – | – |
-2,817
|
|
||
152
Ralph Lauren
RL
$19.9B
| – | – |
-2,634
|
|
||
153
Skyworks Solutions
SWKS
$11.2B
| – | – |
-39,110
|
|
||
154
Energy Select Sector SPDR Fund
XLE
$25.8B
| – | – |
-3,756
|
|
||
|
EMC
155
DELISTED
EMC CORPORATION
EMC
| – | – |
-19,994
|
|