Braver Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$14.9M |
| 2 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$14M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$12.1M |
| 4 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$11.2M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$11.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Biotechnology ETF
IBB
|
+$15.2M |
| 2 |
iShares US Pharmaceuticals ETF
IHE
|
+$14.9M |
| 3 |
State Street SPDR S&P Homebuilders ETF
XHB
|
+$9.63M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$7.85M |
| 5 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$7.81M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 4.82% |
| 2 | Healthcare | 4.14% |
| 3 | Technology | 3.14% |
| 4 | Industrials | 2.12% |
| 5 | Energy | 1.47% |
Similar funds
Braver Wealth Management's Q4 2015 Portfolio in Review
As of Q4 2015, Braver Wealth Management held 94 positions worth $486M, up 21% from $403M the previous quarter. Its ten largest holdings account for 54% of the portfolio.
Braver Wealth Management deployed $65.6M of net new capital in Q4 2015, opening 20 new positions and adding to 43 existing holdings. Its largest new stake was iShares JPMorgan USD Emerging Markets Bond ETF: 130,209 shares worth $13.8M.
By sector, the portfolio is most concentrated in Financials at 4.8% of assets, up from 4.6% a quarter earlier, followed by Healthcare and Technology.
On the sell side, the largest reduction was State Street Health Care Select Sector SPDR ETF, an estimated $7.81M trimmed.
- Braver Wealth Management's largest Q4 2015 buy was iShares JPMorgan USD Emerging Markets Bond ETF: 130,209 shares worth $13.8M.
- Braver Wealth Management added most to State Street Financial Select Sector SPDR ETF in Q4 2015, an estimated $14.9M increase.
- Braver Wealth Management's biggest Q4 2015 reduction was State Street Health Care Select Sector SPDR ETF, cutting an estimated $7.81M.
- Braver Wealth Management fully exited iShares Biotechnology ETF in Q4 2015, selling an estimated $15.2M.
- Braver Wealth Management's ten largest holdings make up 54% of its $486M portfolio in Q4 2015.
- Braver Wealth Management opened 20 new positions and closed 15 in Q4 2015.
- Braver Wealth Management's portfolio value rose 21% quarter-over-quarter to $486M.
Based on Braver Wealth Management's 13F filing for Q4 2015, filed 11 Feb 2016.