BRAVER WEALTH MANAGEMENT, LLC Information

117 KENDRICK STREET, NEEDHAM, Massachusetts, 02494, (617) 969-0223

Report Date: 06/30/2015

Position Statistics

Total Positions 99
New Positions 12
Increased Positions 33
Decreased Positions 58
Positions with Activity 91
Sold Out Positions 15
Total Mkt Value (in $ millions) 394

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.42%
Capital Goods 0.41%
Conglomerates
Consumer Cyclical 0.52%
Consumer/Non-Cyclical 0.52%
Energy 0.59%
Financial 88.21%
Healthcare 3.87%
Services 0.83%
Technology 4.21%
Transportation
Utilities 0.09%

99 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR CORE S&P500 ETF 90,296 -10,441 (10.36) 450,378
SPDR S&P 500 ETF TR TR UNIT 28,290 -2,043 (6.73) 141,970
ISHARES TR CORE S&P MCP ETF 20,240 -9,909 (32.87) 142,493
ISHARES TR MSCI EAFE ETF 17,074 -692 (3.89) 282,172
ISHARES TR CORE US AGGBD ET 14,942 -449 (2.92) 136,959
ISHARES TR NASDQ BIOTEC ETF 13,317 -481 (3.49) 37,951
ISHARES TR CORE S&P SCP ETF 12,473 -406 (3.15) 113,300
SELECT SECTOR SPDR TR SBI HEALTHCARE 12,462 -313 (2.45) 172,575
ISHARES U.S. PHARMA ETF 12,189 -325 (2.6) 72,187
SELECT SECTOR SPDR TR SBI CONS STPLS 8,260 -1,064 (11.41) 173,015
SELECT SECTOR SPDR TR SBI CONS DISCR 8,186 8,186 New 108,380
MARKET VECTORS ETF TR SEMICONDUCTOR 7,579 4,874 180.14 153,611
ISHARES IBOXX HI YD ETF 6,916 -498 (6.72) 80,155
ISHARES TR IBOXX INV CP ETF 5,790 -214 (3.57) 50,285
ISHARES INC CORE MSCI EMKT 5,708 1,348 30.91 137,935
ISHARES TR MSCI EMG MKT ETF 5,434 -282 (4.94) 158,796
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 4,916 -42 (0.84) 139,984
VANGUARD INTL EQUITY INDEX FD FTSE EUROPE ETF 4,884 -183 (3.6) 94,080
APPLE INC COM 4,834 -418 (7.96) 42,807
SPDR SERIES TRUST S&P BK ETF 4,770 4,770 New 141,890


Latest News Headlines

View All Latest Headlines
Create your free portfolio