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
$332M
AUM Growth
-$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$5.85M
3
+$5.54M
4
RTX icon
RTX Corp
RTX
+$1.59M
5
QCOM icon
Qualcomm
QCOM
+$1.49M

Top Sells

1
+$13.3M
2
+$13.1M
3
+$7.49M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$6.84M
5
IHE icon
iShares US Pharmaceuticals ETF
IHE
+$6.49M

Sector Composition

1 Technology 3.58%
2 Healthcare 3.11%
3 Financials 1.48%
4 Industrials 1.42%
5 Energy 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 0.63%
53,008
+492
27
$1.81M 0.55%
52,089
-25,087
28
$1.8M 0.54%
63,457
+705
29
$1.77M 0.53%
88,521
+557
30
$1.75M 0.53%
37,685
-13,955
31
$1.63M 0.49%
31,418
+51
32
$1.59M 0.48%
+23,994
33
$1.57M 0.47%
15,890
+1
34
$1.56M 0.47%
12,690
+40
35
$1.51M 0.46%
36,137
+107
36
$1.51M 0.45%
28,086
-187
37
$1.51M 0.45%
25,198
+10,185
38
$1.49M 0.45%
+19,940
39
$1.49M 0.45%
59,029
-12,414
40
$1.4M 0.42%
+22,645
41
$1.4M 0.42%
49,982
+534
42
$1.38M 0.42%
47,029
-642
43
$1.38M 0.42%
32,591
-14
44
$1.37M 0.41%
46,975
-228
45
$1.37M 0.41%
32,449
+24,488
46
$1.33M 0.4%
9,109
-36
47
$1.28M 0.39%
16,741
+89
48
$1.27M 0.38%
13,820
+1,495
49
$1.25M 0.38%
30,061
-253
50
$1.18M 0.35%
29,502
-9,258
1
2
3 4