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
$289M
AUM Growth
-$497K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$5.21M
3
+$4.11M
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$3.26M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.58M

Top Sells

1
+$15.4M
2
+$7.82M
3
+$7.25M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$3.15M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.24M

Sector Composition

1 Technology 3.49%
2 Healthcare 2.66%
3 Financials 2.51%
4 Industrials 2.08%
5 Energy 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 0.64%
46,204
-190
27
$1.83M 0.63%
62,455
+21,352
28
$1.73M 0.6%
32,692
-3,134
29
$1.72M 0.6%
21,517
-245
30
$1.71M 0.59%
16,878
-423
31
$1.68M 0.58%
32,994
-608
32
$1.68M 0.58%
40,478
+8,407
33
$1.64M 0.57%
12,203
-1,428
34
$1.56M 0.54%
19,395
+15,618
35
$1.51M 0.52%
67,516
-1,313
36
$1.48M 0.51%
16,275
+6,591
37
$1.48M 0.51%
16,179
+4,657
38
$1.47M 0.51%
36,369
-294
39
$1.47M 0.51%
39,346
-2,609
40
$1.45M 0.5%
54,538
-1,952
41
$1.44M 0.5%
31,699
-4,263
42
$1.43M 0.49%
49,123
-4,977
43
$1.42M 0.49%
16,855
-2,561
44
$1.39M 0.48%
22,450
-1,046
45
$1.36M 0.47%
64,854
-7,387
46
$1.28M 0.44%
22,273
-6,597
47
$1.25M 0.43%
43,408
-4,572
48
$1.16M 0.4%
28,088
+4
49
$1.14M 0.39%
28,492
-8,220
50
$1.14M 0.39%
45,355
-2,580
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