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
$487M
AUM Growth
-$742K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$9.7M
3
+$9.64M
4
IYR icon
iShares US Real Estate ETF
IYR
+$6.96M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.77M

Top Sells

1
+$28M
2
+$11.1M
3
+$10.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$10.8M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$9.82M

Sector Composition

1 Technology 3%
2 Healthcare 2.84%
3 Financials 2.35%
4 Energy 1%
5 Consumer Discretionary 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.59M 0.94%
115,169
-1,752
27
$4.05M 0.83%
152,528
-4,542
28
$3.64M 0.75%
62,191
+1,776
29
$3.03M 0.62%
109,666
-355,276
30
$2.99M 0.61%
158,656
-1,922
31
$2.99M 0.61%
90,500
+22,297
32
$2.69M 0.55%
105,265
+44,073
33
$2.67M 0.55%
60,131
-812
34
$2.64M 0.54%
+20,217
35
$2.55M 0.52%
92,032
-501
36
$2.49M 0.51%
+12,312
37
$2.37M 0.49%
+47,236
38
$2.26M 0.46%
+20,189
39
$2.25M 0.46%
+96,170
40
$2.21M 0.45%
28,376
-846
41
$2.21M 0.45%
35,518
-1,169
42
$2.2M 0.45%
52,966
-4,470
43
$2.19M 0.45%
+36,345
44
$2.13M 0.44%
+39,193
45
$2.09M 0.43%
76,029
-2,429
46
$2.07M 0.43%
47,482
-491
47
$2.05M 0.42%
47,352
-6,836
48
$2.04M 0.42%
65,272
-649
49
$2.02M 0.42%
27,455
-732
50
$2.01M 0.41%
49,357
-310
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