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
$217M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$48.1M
2
+$24.2M
3
+$19.3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$12M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$9.78M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.05%
2 Financials 3.13%
3 Healthcare 2.75%
4 Industrials 2.01%
5 Energy 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 0.7%
+36,830
27
$1.5M 0.69%
+44,244
28
$1.47M 0.67%
+13,188
29
$1.46M 0.67%
+16,103
30
$1.42M 0.66%
+39,826
31
$1.42M 0.65%
+32,150
32
$1.38M 0.63%
+51,910
33
$1.34M 0.62%
+19,468
34
$1.31M 0.6%
+31,816
35
$1.31M 0.6%
+48,995
36
$1.27M 0.58%
+70,384
37
$1.25M 0.58%
+45,712
38
$1.21M 0.56%
+51,315
39
$1.17M 0.54%
+23,482
40
$1.1M 0.5%
+28,259
41
$1.03M 0.47%
+24,583
42
$1.02M 0.47%
+40,447
43
$950K 0.44%
+8,030
44
$938K 0.43%
+15,511
45
$886K 0.41%
+9,133
46
$866K 0.4%
+39,316
47
$838K 0.39%
+10,309
48
$832K 0.38%
+9,685
49
$802K 0.37%
+14,041
50
$723K 0.33%
+8,768
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