BWM
Braver Wealth Management Portfolio holdings
AUM
$616M
This Quarter Return
+4.63%
1 Year Return
+12.48%
3 Year Return
+20.44%
5 Year Return
–
10 Year Return
–
AUM
$616M
AUM Growth
+$616M
(+3.2%)
Cap. Flow
-$15.9M
Cap. Flow
% of AUM
-2.58%
Top 10 Holdings %
Top 10 Hldgs %
40.28%
Holding
163
New
23
Increased
75
Reduced
42
Closed
18
Top Buys
| 1 |
Financial Select Sector SPDR Fund
XLF
|
$17.3M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$15.8M |
| 3 |
SPDR S&P Bank ETF
KBE
|
$11.1M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$7.18M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$6.73M |
Top Sells
Sector Composition
| 1 | Financials | 5.27% |
| 2 | Healthcare | 5.15% |
| 3 | Technology | 4.91% |
| 4 | Industrials | 3.38% |
| 5 | Energy | 2.79% |
