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
$411M
AUM Growth
-$76.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$8.29M
2
+$5.39M
3
+$5.14M
4
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$4.05M
5
GILD icon
Gilead Sciences
GILD
+$2.84M

Top Sells

1
+$15.5M
2
+$15.4M
3
+$11.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.8M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$10.5M

Sector Composition

1 Healthcare 3.8%
2 Technology 3%
3 Financials 2.8%
4 Communication Services 1.2%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.05M 0.99%
+70,913
27
$3.71M 0.9%
23,980
-73,791
28
$3.48M 0.85%
128,980
+36,948
29
$3.32M 0.81%
159,603
+947
30
$2.89M 0.7%
90,758
+258
31
$2.84M 0.69%
+24,234
32
$2.8M 0.68%
106,093
+828
33
$2.61M 0.64%
17,019
+5,219
34
$2.53M 0.61%
+54,444
35
$2.44M 0.59%
20,773
+556
36
$2.39M 0.58%
91,962
-60,566
37
$2.39M 0.58%
46,595
-641
38
$2.34M 0.57%
98,383
-651,362
39
$2.23M 0.54%
+22,880
40
$2.21M 0.54%
36,149
-196
41
$2.21M 0.54%
39,223
+30
42
$2.18M 0.53%
49,415
+58
43
$2.12M 0.52%
40,331
+20,298
44
$2.09M 0.51%
12,084
-228
45
$2.07M 0.5%
+89,419
46
$2.07M 0.5%
47,693
+211
47
$2.02M 0.49%
25,156
-79
48
$1.99M 0.48%
65,278
+6
49
$1.95M 0.47%
45,780
-1,572
50
$1.94M 0.47%
69,124
+478
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