BWM

Braver Wealth Management Portfolio holdings

AUM $616M
1-Year Est. Return 12.48%
This Quarter Est. Return
1 Year Est. Return
+12.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$486M
AUM Growth
+$83.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$13.8M
3
+$12M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$11.3M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$10.9M

Top Sells

1
+$15.2M
2
+$14.9M
3
+$9.63M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$7.96M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$7.85M

Sector Composition

1 Financials 4.82%
2 Healthcare 4.14%
3 Technology 3.14%
4 Industrials 2.12%
5 Energy 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$86.6M 17.81%
422,608
+58,426
2
$27.3M 5.63%
253,187
+56,748
3
$26.7M 5.49%
454,374
+114,562
4
$23.6M 4.86%
115,972
-23,770
5
$21.9M 4.5%
784,930
-38,265
6
$17.5M 3.6%
153,506
+95,703
7
$16M 3.3%
205,106
-8,963
8
$15.1M 3.11%
723,499
+707,551
9
$14.8M 3.04%
268,692
+10,586
10
$13.8M 2.83%
+130,209
11
$13.3M 2.74%
393,987
+233,499
12
$11.3M 2.33%
+224,688
13
$11M 2.27%
411,644
+347,848
14
$9.02M 1.86%
86,574
+61,689
15
$6.59M 1.36%
179,478
+63,165
16
$6.38M 1.31%
198,361
+63,438
17
$6.36M 1.31%
+95,314
18
$6.34M 1.3%
113,273
-72,822
19
$6.32M 1.3%
+55,812
20
$5.93M 1.22%
225,296
+2,344
21
$5.68M 1.17%
+116,933
22
$5.14M 1.06%
102,976
+87,959
23
$4.92M 1.01%
83,115
+5,851
24
$4.83M 0.99%
120,520
+58,340
25
$4.81M 0.99%
29,652
+2,743
1
2 3 4