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
$349M
AUM Growth
+$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$13.3M
3
+$11.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.4M
5
IHE icon
iShares US Pharmaceuticals ETF
IHE
+$6.43M

Top Sells

1
+$15M
2
+$6.35M
3
+$2.9M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.79M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.92M

Sector Composition

1 Technology 3.05%
2 Healthcare 2.39%
3 Financials 1.76%
4 Industrials 1.33%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 0.58%
52,148
+356
27
$1.98M 0.57%
86,796
-279,072
28
$1.86M 0.53%
39,613
-865
29
$1.83M 0.52%
62,211
-244
30
$1.63M 0.47%
31,683
-1,009
31
$1.6M 0.46%
16,065
-210
32
$1.59M 0.46%
+17,832
33
$1.58M 0.45%
31,700
+1
34
$1.58M 0.45%
39,234
-112
35
$1.56M 0.45%
12,538
+335
36
$1.54M 0.44%
68,716
+1,200
37
$1.54M 0.44%
35,847
-522
38
$1.5M 0.43%
+12,197
39
$1.5M 0.43%
28,462
-30
40
$1.5M 0.43%
16,475
+296
41
$1.48M 0.42%
48,615
-508
42
$1.44M 0.41%
62,703
-2,151
43
$1.39M 0.4%
+21,136
44
$1.35M 0.39%
+9,055
45
$1.31M 0.38%
26,332
+13,387
46
$1.26M 0.36%
31,000
+2,912
47
$1.17M 0.34%
16,681
+2,264
48
$1.12M 0.32%
11,853
-18,836
49
$1.05M 0.3%
+17,319
50
$1.01M 0.29%
12,425
-9,092
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