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
$290M
AUM Growth
+$72.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$8.04M
3
+$7.25M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$4.8M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.63M

Top Sells

1
+$1.85M
2
+$1.61M
3
+$1.37M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$805K
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$427K

Sector Composition

1 Technology 3.53%
2 Healthcare 2.82%
3 Financials 2.8%
4 Industrials 1.65%
5 Energy 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 0.66%
57,265
+6,523
27
$1.79M 0.62%
51,636
+1,836
28
$1.76M 0.61%
21,762
+18,190
29
$1.7M 0.59%
46,394
+6,568
30
$1.63M 0.56%
+33,602
31
$1.61M 0.56%
68,829
-2,176
32
$1.6M 0.55%
35,826
+4,010
33
$1.56M 0.54%
13,631
+443
34
$1.55M 0.54%
28,870
-3,280
35
$1.49M 0.51%
17,301
+1,198
36
$1.49M 0.51%
35,962
-868
37
$1.48M 0.51%
19,416
-52
38
$1.47M 0.51%
54,100
+2,190
39
$1.44M 0.5%
56,490
+7,495
40
$1.41M 0.49%
41,955
-2,289
41
$1.39M 0.48%
+36,712
42
$1.34M 0.46%
+36,663
43
$1.31M 0.45%
23,496
+14
44
$1.3M 0.45%
72,241
+1,857
45
$1.3M 0.45%
47,980
+2,268
46
$1.23M 0.42%
47,935
-3,380
47
$1.15M 0.4%
9,479
+1,449
48
$1.15M 0.4%
41,103
+656
49
$1.13M 0.39%
16,212
+701
50
$1.13M 0.39%
28,084
-175
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2
3 4