Braver Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$20.2M |
| 2 |
iShares US Real Estate ETF
IYR
|
+$15.8M |
| 3 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$10.7M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$10.1M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$7.29M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total International Bond ETF
BNDX
|
+$22.5M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$16.2M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$13.6M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
+$7.45M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$7.27M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 5.8% |
| 2 | Financials | 4.59% |
| 3 | Technology | 4.35% |
| 4 | Industrials | 3.2% |
| 5 | Energy | 1.99% |
Similar funds
Braver Wealth Management's Q2 2016 Portfolio in Review
As of Q2 2016, Braver Wealth Management held 163 positions worth $586M, down 3.5% from $608M the previous quarter. Its ten largest holdings account for 45% of the portfolio.
Braver Wealth Management withdrew a net $30.5M in Q2 2016, closing 27 positions and reducing 83 holdings. Its most notable exit was Vanguard Total International Bond ETF, an estimated $22.5M position sold in full.
By sector, the portfolio is most concentrated in Healthcare at 5.8% of assets, up from 5.2% a quarter earlier, followed by Financials and Technology.
Against the trend, Braver Wealth Management opened a new position in iShares Core MSCI EAFE ETF worth $19.6M.
- Braver Wealth Management's largest Q2 2016 buy was iShares Core MSCI EAFE ETF: 376,950 shares worth $19.6M.
- Braver Wealth Management added most to iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2016, an estimated $10.7M increase.
- Braver Wealth Management's biggest Q2 2016 reduction was iShares Core US Aggregate Bond ETF, cutting an estimated $16.2M.
- Braver Wealth Management fully exited Vanguard Total International Bond ETF in Q2 2016, selling an estimated $22.5M.
- Braver Wealth Management's ten largest holdings make up 45% of its $586M portfolio in Q2 2016.
- Braver Wealth Management opened 16 new positions and closed 27 in Q2 2016.
- Braver Wealth Management's portfolio value fell 3.5% quarter-over-quarter to $586M.
Based on Braver Wealth Management's 13F filing for Q2 2016, filed 13 Jul 2016.