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BWM
Braver Wealth Management Portfolio holdings
AUM
$616M
1-Year Est. Return
12.48%
This Fund
S&P 500
This Quarter
Est. Return
+0.98%
1 Year Est. Return
+12.48%
3 Year Est. Return
+20.44%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$217M
AUM Growth
–
Cap. Flow
+$220M
Cap. Flow
% of AUM
101.24%
Top 10 Holdings %
Top 10 Hldgs %
66.61%
Holding
64
New
64
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$48.4M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$24.3M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$19.8M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$12M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$10.3M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 4.05% |
| 2 | Financials | 3.13% |
| 3 | Healthcare | 2.75% |
| 4 | Industrials | 2.01% |
| 5 | Energy | 1.54% |
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Braver Wealth Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Braver Wealth Management, which disclosed 64 positions worth $217M. Its ten largest holdings account for 67% of the portfolio.
Its largest position is iShares Core S&P 500 ETF: 299,061 shares worth $48.1M.
By sector, the portfolio is most concentrated in Technology at 4.1% of assets, followed by Financials and Healthcare.
- Braver Wealth Management's largest Q2 2013 buy was iShares Core S&P 500 ETF: 299,061 shares worth $48.1M.
- Braver Wealth Management's ten largest holdings make up 67% of its $217M portfolio in Q2 2013.
- Braver Wealth Management disclosed 64 positions in Q2 2013, its first 13F filing on record.
Based on Braver Wealth Management's 13F filing for Q2 2013, filed 7 Aug 2013.