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
$387M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$12.9M
3
+$11.2M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.8M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$6.31M

Top Sells

1
+$13.6M
2
+$11.7M
3
+$6.71M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.3M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.81M

Sector Composition

1 Technology 2.91%
2 Healthcare 2.63%
3 Financials 1.37%
4 Energy 1.37%
5 Industrials 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.94M 0.76%
+36,581
27
$2.87M 0.74%
34,613
+256
28
$2.38M 0.62%
77,176
-15,551
29
$2.34M 0.6%
41,512
+9,829
30
$2.28M 0.59%
37,490
-110,238
31
$2.15M 0.56%
51,640
-415
32
$2.13M 0.55%
52,516
+368
33
$1.9M 0.49%
62,752
+541
34
$1.88M 0.48%
87,964
+25,261
35
$1.84M 0.47%
15,539
+3,342
36
$1.77M 0.46%
71,443
+2,727
37
$1.73M 0.45%
15,889
-176
38
$1.65M 0.43%
31,367
-333
39
$1.59M 0.41%
12,650
+112
40
$1.58M 0.41%
+40,491
41
$1.56M 0.4%
36,030
+183
42
$1.55M 0.4%
15,489
-2,343
43
$1.54M 0.4%
+32,605
44
$1.52M 0.39%
21,031
-105
45
$1.49M 0.38%
+38,760
46
$1.48M 0.38%
28,273
-189
47
$1.45M 0.38%
+16,590
48
$1.43M 0.37%
16,652
-29
49
$1.39M 0.36%
49,448
+833
50
$1.39M 0.36%
+47,671
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