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
$488M
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$39.6M
2
+$18.6M
3
+$18M
4
IHE icon
iShares US Pharmaceuticals ETF
IHE
+$12.4M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$11.2M

Top Sells

1
+$13.9M
2
+$8.73M
3
+$7.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$6.85M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$3.88M

Sector Composition

1 Technology 3.11%
2 Healthcare 2.88%
3 Financials 1.35%
4 Energy 1.12%
5 Industrials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.09M 0.84%
44,951
+10,975
27
$3.95M 0.81%
60,415
+13,087
28
$3.41M 0.7%
+64,153
29
$3.27M 0.67%
160,578
+72,057
30
$2.54M 0.52%
60,943
+55,291
31
$2.46M 0.5%
+32,051
32
$2.45M 0.5%
92,533
+45,504
33
$2.39M 0.49%
65,921
+13,832
34
$2.31M 0.47%
49,667
+11,982
35
$2.26M 0.46%
54,188
+1,180
36
$2.19M 0.45%
+57,436
37
$2.18M 0.45%
78,458
+19,429
38
$2.16M 0.44%
47,973
+11,836
39
$2.12M 0.43%
33,611
+8,413
40
$2.11M 0.43%
29,222
+6,577
41
$2.11M 0.43%
36,687
+8,601
42
$2.07M 0.42%
+26,735
43
$2.04M 0.42%
28,187
+4,193
44
$2.02M 0.41%
68,203
+18,221
45
$1.9M 0.39%
11,903
-3,417
46
$1.88M 0.39%
20,559
+4,669
47
$1.82M 0.37%
61,192
+14,217
48
$1.81M 0.37%
67,224
+3,767
49
$1.51M 0.31%
21,944
+5,203
50
$1.51M 0.31%
+29,507
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