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
$586M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$16.6M
3
+$11.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.2M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.47M

Top Sells

1
+$22.5M
2
+$16.5M
3
+$13.2M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.61M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$7.41M

Sector Composition

1 Healthcare 5.8%
2 Financials 4.59%
3 Technology 4.35%
4 Industrials 3.2%
5 Energy 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.33M 0.91%
95,405
-236,585
27
$5.31M 0.91%
161,871
+31,278
28
$4.87M 0.83%
115,788
-6,432
29
$4.84M 0.83%
32,109
-5,344
30
$4.73M 0.81%
31,108
-1,094
31
$4.7M 0.8%
133,640
+31,380
32
$4.65M 0.79%
+119,806
33
$4.62M 0.79%
74,373
+30,520
34
$4.62M 0.79%
151,629
-371
35
$4.59M 0.78%
37,841
-1,218
36
$4.48M 0.76%
94,615
+1,160
37
$4.3M 0.73%
128,682
-4,790
38
$4.2M 0.72%
53,136
-1,192
39
$4.18M 0.71%
49,393
-4,105
40
$4.15M 0.71%
105,517
-735
41
$4.07M 0.69%
+144,712
42
$4.05M 0.69%
305,524
-73,273
43
$3.98M 0.68%
+101,586
44
$3.78M 0.64%
58,531
+21,299
45
$3.71M 0.63%
+28,544
46
$3.57M 0.61%
33,664
+13,865
47
$3.51M 0.6%
30,051
-12,290
48
$3.33M 0.57%
39,932
-27
49
$3.26M 0.56%
+68,410
50
$3.22M 0.55%
53,952
-1,184
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