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
$403M
AUM Growth
-$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$7.85M
3
+$6.52M
4
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$6.2M
5
IYR icon
iShares US Real Estate ETF
IYR
+$5.48M

Top Sells

1
+$16.6M
2
+$8.38M
3
+$8.24M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.63M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$3.71M

Sector Composition

1 Financials 4.65%
2 Healthcare 4.28%
3 Technology 3.71%
4 Industrials 2.01%
5 Consumer Discretionary 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.05M 1%
+78,863
27
$4.01M 1%
+257,515
28
$3.92M 0.97%
26,592
+14,508
29
$3.72M 0.92%
26,909
+9,890
30
$3.48M 0.86%
+256,510
31
$3.44M 0.85%
142,492
+36,399
32
$3.25M 0.81%
98,201
-41,783
33
$3.18M 0.79%
67,347
+12,903
34
$2.96M 0.73%
+44,135
35
$2.92M 0.73%
39,317
+24,433
36
$2.75M 0.68%
62,202
+12,787
37
$2.72M 0.67%
29,106
+6,226
38
$2.7M 0.67%
+26,408
39
$2.65M 0.66%
+46,735
40
$2.62M 0.65%
+24,885
41
$2.62M 0.65%
+8,804
42
$2.6M 0.65%
86,399
+21,121
43
$2.6M 0.65%
50,624
+11,401
44
$2.57M 0.64%
+118,989
45
$2.56M 0.64%
85,990
-4,768
46
$2.53M 0.63%
31,839
+6,683
47
$2.48M 0.62%
+34,130
48
$2.48M 0.61%
60,352
+12,659
49
$2.42M 0.6%
62,180
+16,400
50
$2.41M 0.6%
+29,299
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