BWM
Braver Wealth Management Portfolio holdings
AUM
$616M
This Quarter Return
+1.75%
1 Year Return
+12.48%
3 Year Return
+20.44%
5 Year Return
–
10 Year Return
–
AUM
$586M
AUM Growth
+$586M
(-3.5%)
Cap. Flow
-$28.6M
Cap. Flow
% of AUM
-4.88%
Top 10 Holdings %
Top 10 Hldgs %
44.55%
Holding
163
New
16
Increased
28
Reduced
83
Closed
27
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$19.6M |
| 2 |
iShares US Real Estate ETF
IYR
|
$16.6M |
| 3 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$11.1M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$10.2M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$7.47M |
Top Sells
| 1 |
Vanguard Total International Bond ETF
BNDX
|
$22.5M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$16.5M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$13.2M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$7.61M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$7.41M |
Sector Composition
| 1 | Healthcare | 5.8% |
| 2 | Financials | 4.59% |
| 3 | Technology | 4.35% |
| 4 | Industrials | 3.2% |
| 5 | Energy | 1.99% |
